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April 5, 2022
Question

Dividends and Distributions

  • April 5, 2022
  • 2 replies
  • 10 views

On my 2021 taxes, I reported my dividends and distributions from form 1099-DIV. I noticed that on my last years taxes (2020) I had the forms 1040 schedule D and 8949 on my returns. I didn’t see these forms on my 2021 taxes, so wondering why that happened since I used the same form as last year to get my numbers. 
Thanks! 

    2 replies

    Level 15
    April 5, 2022

    For 2020 some stocks or mutual funds were sold from your account and reported on Schedule D and Form 8949. This tax year 2021, there were no stock or mutual fund sales from your brokerage account. If your account is managed by the brokerage, they did not make any sales. If you decide when to buy and sell, you did not sell any stocks off mutual funds in 2021.

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    Mike9241
    Level 15
    Level 15
    April 5, 2022

    if you sold any mutual funds or stocks, then your return is missing this information.

     

    Mike9241
    April 5, 2022

    How would I find out if I sold any mutual funds or stocks?