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Retirement tax questions
It's possible that your husband's investment of the $5,361 while in the brokerage account did not earn any reportable dividends in 2022, in which case there would be no Form 1099-DIV. No part of the $5,361 deposited into the brokerage account was a reportable dividend.
Be aware that financial institutions have until February 15 to issue a Form 1099-DIV if it is issued as part of a consolidated reporting statement.
‎January 26, 2023
8:59 AM