How do I know if I received a dividend income? I have mutual funds that have received dividends but I haven't sold any of my mutual funds.

nsmith0789 · ‎June 6, 2019

TomD8 · ‎June 6, 2019

It is not necessary to sell a mutual fund in order to receive taxable dividends from it. If you did receive dividends, the mutual fund or your broker would send you a 1099-DIV. (Some brokers include the 1099-DIV in a "Consolidated Statement" at the end of the year).

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

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TomD8 · ‎June 6, 2019

It is not necessary to sell a mutual fund in order to receive taxable dividends from it. If you did receive dividends, the mutual fund or your broker would send you a 1099-DIV. (Some brokers include the 1099-DIV in a "Consolidated Statement" at the end of the year).

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

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How do I know if I received a dividend income? I have mutual funds that have received dividends but I haven't sold any of my mutual funds.