huili2
New Member

nominee 1099-div for married filing separately

For married filing separately, if one spouse receives nominee dividends from joint mutual fund accounts and split the dividend amount, is the nominee spouse required to file the form 1096 and 1099-div with the IRS? 

In the instruction for schedule-B, it only mention that one spouse is not required to provide 1099 to the other spouse. It is not clear whether need to file 1096 and 1099 with IRS.