You have to wait for the 1099, like with qualified dividends, but you can estimate from previous years’ numbers. Vanguard provides year-end estimates for QD, but not 199A.Is there a way to track 199a dividends - say on a quarterly basis - or are they calculated when the 1099 is being processed? I use a spreadsheet to model my taxes, and I'm always surprised when I see the 199a number. Thanks.
Statistics: Posted by rkhusky — Tue Jan 23, 2024 8:05 am — Replies 26 — Views 1822