topic Does one need to amend a tax return if one receives dividends from that tax year after filing the return, but the dividends were received 3 months into the new tax year? in After you file

topic Does one need to amend a tax return if one receives dividends from that tax year after filing the return, but the dividends were received 3 months into the new tax year? in After you file https://ttlc.intuit.com/community/after-you-file/discussion/does-one-need-to-amend-a-tax-return-if-one-receives-dividends-from-that-tax-year-after-filing-the/01/175950#M32825 Sat, 01 Jun 2019 15:44:52 GMT paolwheeler 2019-06-01T15:44:52Z Does one need to amend a tax return if one receives dividends from that tax year after filing the return, but the dividends were received 3 months into the new tax year? https://ttlc.intuit.com/community/after-you-file/discussion/does-one-need-to-amend-a-tax-return-if-one-receives-dividends-from-that-tax-year-after-filing-the/01/175950#M32825 Sat, 01 Jun 2019 15:44:52 GMT https://ttlc.intuit.com/community/after-you-file/discussion/does-one-need-to-amend-a-tax-return-if-one-receives-dividends-from-that-tax-year-after-filing-the/01/175950#M32825 paolwheeler 2019-06-01T15:44:52Z You are a cash-basis taxpayer, so it should be reportable... https://ttlc.intuit.com/community/after-you-file/discussion/you-are-a-cash-basis-taxpayer-so-it-should-be-reportable/01/175961#M32829 You are a cash-basis taxpayer, so it should be reportable in the year you receive it but the answer is even more simple than that.  It is the dividend paying company's obligation to add the dividends to the correct year's 1099-DIV so I would only pay attention to what is reported on the 1099-DIV.  If they sent you a "corrected" 1099-DIV, then you might need to amend your return.  If not, you can assume the will report it in the proper year.  This answer posted by a CPA. Sat, 01 Jun 2019 15:44:54 GMT https://ttlc.intuit.com/community/after-you-file/discussion/you-are-a-cash-basis-taxpayer-so-it-should-be-reportable/01/175961#M32829 billiemounce 2019-06-01T15:44:54Z The 1099-DIV is not a corrected one, but they do have the... https://ttlc.intuit.com/community/after-you-file/discussion/the-1099-div-is-not-a-corrected-one-but-they-do-have-the/01/175969#M32833 The 1099-DIV is not a corrected one, but they do have the amount on for 2018. For more specifics, the company is owned by my parents, and they just made us kids shareholders, but were late in getting the paperwork together, and getting the dividends out to us. It sounds like I should probably amend my return. Sat, 01 Jun 2019 15:44:55 GMT https://ttlc.intuit.com/community/after-you-file/discussion/the-1099-div-is-not-a-corrected-one-but-they-do-have-the/01/175969#M32833 paolwheeler 2019-06-01T15:44:55Z