- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
‎February 16, 2022
6:03 PM