JillS56
Expert Alumni

Get your taxes done using TurboTax

Yes, the 1099-DIV information would be sufficient in your case.   

 

You are also correct, if you did not receive a 1099-B and you did an in-kind transfer from one broker to another, you do not have to report that on your return and a 1099-B would not be issued for the in-kind transfer.

 

Sounds like you are all set.