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jspear1366leg
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I cannot get 1099-div (2018) from Computershare (Comerica) It is a rollover of dividends purchasing more stock. I have received 1099-div's in the past. Please advise? JKS

I have tried everything I can think of to get a 1099-div from Computershare (Comerica). They keep saying that I may have made less than ten dollars in dividends last year (2018). I know that this isn't the case. Also, I have received 1099-div's for at least the last five years previous to 2018. I can figure out what dividends were paid in 2018 by looking at my dividends reinvestment reports. The dividends were not withdrawn but were rolled over to purchase more shares. This is not a retirement account. Did this change with the new tax laws? Please advise on how I should proceed. Thank you, JKS/ATS


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I cannot get 1099-div (2018) from Computershare (Comerica) It is a rollover of dividends purchasing more stock. I have received 1099-div's in the past. Please advise? JKS

To enter your dividends, you can create a 1099-DIV, even if you did not receive one from your brokerage.  Do do this,

  • In your Federal Return, choose the tab for Wages & Income
  • Scroll down to the topic Dividends on 1099-DIV (you may have to click Add more income and See a list to find it) and choose Start/Edit
  • Choose Edit if you already started or + Add more income to enter your 1099-DIV
  • If you haven't started already, on the next page, scroll down and choose the gray button in the lower rightI'll type it in myself. 
  • On the page Let's get your 1099-DIV or brokerage statement details enter your brokerage name and the dividends you have calculated. 

Banks and brokerage houses are not required to report "de minimus" amounts to you, but  - as you seem to be aware - you are still required to report this income on your return.  This is not new with the current tax laws, but it does seem to be more prevalent. 


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I cannot get 1099-div (2018) from Computershare (Comerica) It is a rollover of dividends purchasing more stock. I have received 1099-div's in the past. Please advise? JKS

To enter your dividends, you can create a 1099-DIV, even if you did not receive one from your brokerage.  Do do this,

  • In your Federal Return, choose the tab for Wages & Income
  • Scroll down to the topic Dividends on 1099-DIV (you may have to click Add more income and See a list to find it) and choose Start/Edit
  • Choose Edit if you already started or + Add more income to enter your 1099-DIV
  • If you haven't started already, on the next page, scroll down and choose the gray button in the lower rightI'll type it in myself. 
  • On the page Let's get your 1099-DIV or brokerage statement details enter your brokerage name and the dividends you have calculated. 

Banks and brokerage houses are not required to report "de minimus" amounts to you, but  - as you seem to be aware - you are still required to report this income on your return.  This is not new with the current tax laws, but it does seem to be more prevalent. 


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