dmertz
Level 15

After you file

Is this Form 1099-DIV from Wells Fargo labeled as a 2018 Form 1099-DIV?  If so, complain to Wells Fargo that they are not using a form properly updated for 2018 and enter the items by box name rather than by box number.

Boxes 5 through 14 on a 2017 Form 1099-DIV have been renumber to boxes 6 through 15 on a 2018 Form 1099-DIV, with a new box 5 for Section 199A dividends.

If it's a 2017 Form 1099-DIV, it goes on your 2017 tax return, not on your 2018 tax return.

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