asked

I received a 1099-B from my broker showing a capital loss with Gross Proceeds of $10,994.67 and Cost Basis of $12,956.05. My brokerage statement also shows Ordinary Dividends of $386.99 and Qualified Dividends of $360.91. Do I need to report the dividends separately given that I have a capital loss, and if so, should I report both Ordinary and Qualified Dividends?

July 21st, 2023

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