dmertz
Level 15

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.