Financial Planning, Financial Education, Taxes, Social Security, Retirement, Retirement Planning, Women's Finances, Healthcare costs, Career Goals, Investing, Women, Financial Legacy Ellen Morse Financial Planning, Financial Education, Taxes, Social Security, Retirement, Retirement Planning, Women's Finances, Healthcare costs, Career Goals, Investing, Women, Financial Legacy Ellen Morse

Your 1099 From Your Brokerage Account: A Love Letter From Taxes (With Footnotes)

Every year around late January through February, brokerage firms send out a little bundle of joy called a Form 1099.

If you’ve ever opened your 1099 and thought, “Why does this feel like it was written by robots for robots?” you’re not alone.

So let’s translate the big three you’ll usually see reflected on that 1099:

  • Dividends

  • Capital gains

  • Capital losses

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