MargaretL
Expert Alumni

Get your taxes done using TurboTax

Do you have a broker that handles your investment? He/she should be able to give you the information... If not, you have a few options... file for an extension and search for the form or contact information, order a transcript from the IRS, the transcript will include all forms that they have received.. and form 1099-DIV will be listed there,  OR file without the form and wait for the IRS to contact you in the summer. Once they see that the form is missing, they will send you a correspondence with the recalculated tax based on the 1099-DIV that they have.  And actually, you might not have to pay any tax- if your ordinary tax rate if less than 15%, you may pay zero tax anyway.