I did not receive a 1099-DIV from E*Trade Morgan Stanley for 2024, because my dividend amount did not meet their minimum reporting amount of $10. I called E*Trade/Morgan Stanley customer service to get the FEIN, but customer service rep. would not provide one, since no 1099-DIV was generated because it did not meet the $10 reporting threshold. I asked if I could use the one from last year, but he would not confirm. Last year, 2023 is when E*Trade and Morgan Stanley merged. Would the same FEIN apply this year or would a new one have been created? I have read other posts that suggest I should report even if it is below the $10 threshold. Will I trigger an audit if I use either the wrong FEIN (or if I guessed correctly, won't find a match on payer's end)?
I started to report it as 'other income', but technically, this is a qualified Dividend. I have seen other threads on this topic (Interest related not Dividends), but did not find a concrete response to my specific questions / concerns... I tried and found no way to bypass the FEIN entry for "Dividends" without an error being flagged. I am using the downloaded version of TurboTax Premier running on my MAC computer.
