1099-div recieved from question. Is that the listed payer on the form i.e the stock name itself or is it the company that manages the stock ?

bcjny43 — Tue, 04 Jun 2019 20:34:22 GMT

Usually, the company (broker or mutual fund co) that mana...

Hal_Al — Tue, 04 Jun 2019 20:34:24 GMT

Usually, the company (broker or mutual fund co) that manages the stock. But it depends on the configuration of the 1099-Div. If the broker uses the IRS standard form, the name to use will be in the box titled "Payer's Name".

If in doubt show them both, e.g. Exxon Stock held by Edward Jones broker. For ease of IRS form matching, add the Payer's FEIN when asked for it, by TurboTax

topic 1099-div recieved from question. Is that the listed payer on the form i.e the stock name itself or is it the company that manages the stock ? in Investors & landlords

1099-div recieved from question. Is that the listed payer on the form i.e the stock name itself or is it the company that manages the stock ?

Usually, the company (broker or mutual fund co) that mana...