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New Member
posted Mar 25, 2022 1:40:27 PM

Are dividends that are rolled over from stocks have to be reported?

my stock dividends are automatically reinvested. do I have to report them

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2 Replies
Level 15
Mar 25, 2022 1:49:31 PM

Yes....those $$ are reported as-if you received the $$, and then used them to purchase more.

You normally would-have received a 1099-DIV for those $$, and you just enter it in the software as-is.  But if the total for your account, for everything from that broker was less than $10, they may not issue a 1099-DIV...but you are still responsible for reporting anything of 50cents or greater.

 

It will add to your basis in those shares though, when you eventually sell those shares.

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The only exception I know of, is if those stocks were held within an IRA or 401k, or the like...then those $$ would not be reported, because what happens within those retirement vehicles, stays there until you actually take money out.

 

Expert Alumni
Mar 25, 2022 1:53:45 PM

Investors ​​​​​​​do have to report dividends as taxable income even if they reinvest them to buy more shares. Companies and brokerage companies will report such dividends on 1099-DIV forms the same way regardless of whether you reinvest in new shares, and the IRS will expect you to include them on your annual tax return. You should receive a 1099-DIV for the stocks that are in the dividend reinvestment program.

 

See the IRS FAQ about this.