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77copper
New Member

Stock transferred to me in 2016 as part of inheritance

dividend of $9.56 dated 12/30/16 but didn't receive until 2017...no form 1099-DIV received.  What and when do I report this?
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Accepted Solutions
DianeW
Expert Alumni

Stock transferred to me in 2016 as part of inheritance

You will report this on your 2016 tax return as all dividends received are taxable starting at $1.  A form is not required to be issued if the amount is below $10.

1. Sign into your TurboTax Account (online or desktop)

2. Use the search box in the upper right

3. Search for 1099div 

4. Jump to 1099div (see image attached)

5. Follow the interview to enter your information

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1 Reply
DianeW
Expert Alumni

Stock transferred to me in 2016 as part of inheritance

You will report this on your 2016 tax return as all dividends received are taxable starting at $1.  A form is not required to be issued if the amount is below $10.

1. Sign into your TurboTax Account (online or desktop)

2. Use the search box in the upper right

3. Search for 1099div 

4. Jump to 1099div (see image attached)

5. Follow the interview to enter your information

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