I just began graduate school in September of 2017 and have been receiving fellowship stipend payments since then. However, I missed the January 16, 2018 filing date for estimated quarterly taxes on the fellowship income. I am currently waiting on my 1099-DIV forms from Schwab, which won't be available until February but I don't want to incur a penalty for not filing by the January 31, 2018 deadline for quarterly taxes. Can I file by the January 31, 2018 deadline for the fellowship income and then amend my return with the information from my 1099-DIV once I receive it?
When you amend, though, you may still receive an Underpayment penalty for not sending in enough estimated tax for the year. Your statement shows the full amount of dividends you received for the year, and you should use that to enter on a 1099-DIV even though you haven't received one yet.
The worst that will happen is you won't know the amount that are called qualified dividends, but you can just leave that field blank. It's for the portion of your dividends that could be taxed at a lower capital gains rate. All that means is you would still do an amend later to add in that field, and you may get back a small refund from the amendment.
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