Hi IRonMaN:You called it. Reports for several accounts were mixed together in the clients documents.Thanks,TM707
Hi Lisa:On closer inspection, you are correct. This appears to be an investment account. Would that make all the dividends taxable in the year they are paid, ev...
My client's 2019 1099-DIV from his traditional IRA reports ordinary, qualified and capital gains dividends, all of which were reinvested. Does he need to report...