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Level 1
posted Jun 6, 2019 10:38:55 AM

I did not receive 1099-DIV from Fidelity. Should I file from online information? Did not receive any money, all re-invested

 The online information has a note stating "this information is not reported to the IRS. it may assist in your tax return preparation". Question do I need to add this as income???"

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1 Best answer
Level 15
Jun 6, 2019 10:38:57 AM

You should be verifying with Fidelity that you don't have 1099 forms coming. You should not attempt to report tax info from other documents, unless you know what your'e doing. You would risk making costly mistakes

2 Replies
Level 15
Jun 6, 2019 10:38:57 AM

You should be verifying with Fidelity that you don't have 1099 forms coming. You should not attempt to report tax info from other documents, unless you know what your'e doing. You would risk making costly mistakes

New Member
Jun 6, 2019 10:39:00 AM

Since Fidelity is not reporting the 1099-DIV information to the IRS, I'm assuming the amount is $10 or less. 

If this is the case, you do not need to report this information.

Other reasons for not receiving a 1099-DIV is because it might be reported through other forms, such as 1099-R.

The following link discusses who should receive a 1099-DIV and exceptions.

https://www.irs.gov/pub/irs-pdf/i1099div.pdf