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April 2, 2025
Question

how do I itemize mutual fund distributions? does not show up on 1099B when I connect to mutual fund company (Fidelity).

  • April 2, 2025
  • 1 reply
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    1 reply

    VolvoGirl
    Employee
    April 2, 2025

    Did you have any sales?   Is this a regular account or in a IRA?   The import might not have been right.  Are they in the 1099B pdf you can download or got in the mail?