snorbys
New Member

My Credit Union gave me a special dividend from their profits but I got no 1099-DIV form - how and where do I enter the special dividend amount?

I don't have investments or dividends typically, but last year my Credit Union had a good year and deposited over $500 in my share account as a "Special Dividend" based on a proportionality equation I don't understand.  They did not send a 1099-DIV, and I don't know if the dividend is "ordinary" or "qualified" or even something I have to report.  Please help.