MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Most companies are just in the process of mailing out 1099-Div statements, so you may still receive one.

 

Don't use info from last year's tax return; you need the 2020 1099-Div, as the IRS gets a copy of it too.

 

Can you go online and set up an account at the broker's site (if your mother did not have one) to obtain the form?  Or contact the broker's main phone number, if the Account Rep is not responsive. 

 

The Substitute 1099-R is mostly used by taxpayers with foreign pension income to report.  There is no 'substitute 1099-Div'. 

 

Click this link for info on How to Enter a 1099-DIV

 

 

 

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