PattiF
Expert Alumni

Get your taxes done using TurboTax

You should file your return with the 1099-DIV that you received from Schwab. Then you should request that Computershare issue a corrected 1099-DIV. 

 

This may not cause an issue with the IRS. Keep your records of the transfer from Computershare to Schwab if the IRS does contact you to ask about the income.

 

@Stevel_tax 

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