AnnetteB6
Employee Tax Expert

Retirement tax questions

To re-iterate the advice given by leeloo, you should contact the Form 1099-DIV issuer and request a corrected form.  

 

If there is anything shown in box 1b, that same amount or a larger amount should be shown in box 1a as well.  You cannot have qualified dividends without those also being considered ordinary dividends.  

 

@jim-macek

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