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posted Jun 4, 2019 6:44:45 PM

How do I defer the 1099-Div Box 9 amount received for 2018 when more is coming in 2019 to complete the liquidation of a C Corp business?

I was a minority shareholder in a closely held C Corp.  The business was sold in an asset sale setting rather than a stock sale.  Most of the funds were distributed in 2018 and were included in a 1099-DIV Box 9 cash liquidation.  The final residual funds will be distributed in 2019 with another 1099-DIV I presume.

My cost basis would be difficult to split out over the two years and I have read it is best to wait until all proceeds are received.

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1 Best answer
Level 15
Jun 4, 2019 6:44:46 PM

a) you can't defer a tax document for reporting in a future year.

b) I don't see any cost basis associated with 1099-DIV box 9.

1 Replies
Level 15
Jun 4, 2019 6:44:46 PM

a) you can't defer a tax document for reporting in a future year.

b) I don't see any cost basis associated with 1099-DIV box 9.