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New Member
posted Jun 4, 2019 11:10:01 PM

I did not receive a 1099-div for my mutual fund. How do I report what is on my year end statement while filing my taxes?

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4 Replies
New Member
Jun 4, 2019 11:10:02 PM

In most cases, you can access your 1099-DIV on the website of the mutual fund company in the "tax information" section.  If the mutual funds were held through a brokerage (instead of directly with the fund company), then check the broker's website.

It is worth getting that form to avoid filing an amendment later on.

New Member
Jun 4, 2019 11:10:04 PM

If I did not deposit, withdrawal, or transfer money from the account is it still necessary to file? On the statement it says that due to IRS regulations that they cannot send a 1099-DIVB showing zero.

New Member
Jun 4, 2019 11:10:07 PM

In that case, just file without the 1099-DIV.  You wouldn't report it.

New Member
Jun 4, 2019 11:10:09 PM

Just to clarify:  if the mutual fund is in an IRA, then only deposits, withdrawals, and transfers are reported, and they would appear on a 1099-R.  Interest and dividends in an IRA are never reported.   If the fund was NOT in an IRA, then the opposite is true:  deposits and withdrawals don't matter, but interest and dividends ARE reported.  So if interest and dividends are zero, there is nothing to report, no matter what kind of account it is.