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Level 1
posted Feb 21, 2024 9:46:28 AM

How do I report a very small dividend from my employer's (foreign) stocks?

We purchased a few shares of our employer's stock.   They are based out of France.  We received a dividend of under $50, but have not received any type of tax form.  The dividend was sent via wire transfer into our bank account.

 

Is this something that needs to be added to our taxes?  If so, how do we enter it without having any type of documentation/form from the company?

 

Thank you!

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2 Best answers
Expert Alumni
Feb 21, 2024 10:17:59 AM

Yes, you are supposed to report the income even if you don't get a form showing it. Since you aren't going to get a US tax form showing this amount, you can report it as Miscellaneous income. 

 

Here's how to do that in TurboTax:

 

 

  1. Sign in to your TurboTax account.
  2. Select Edit under Wages & Income.
  3. Scroll down to Less Common Income at the bottom. Expand the section by selecting the down arrow. 
  4. Select Start or Revisit to the right of Miscellaneous Income, 1099-A, 1099-C.
  5. Select Start or Revisit to the right of Other reportable income.
  6. Enter "Dividend - no form" as the description and the dollar amount. 
  7. Select Continue, then Done. 
     

 

Expert Alumni
Feb 21, 2024 1:18:56 PM

It depends on whether you sold the stock or not. If you still own it, you would not report it.  It also does not a FBAR reporting requirement since the value is less than $10,000.

 

@mom2mikel 

3 Replies
Expert Alumni
Feb 21, 2024 10:17:59 AM

Yes, you are supposed to report the income even if you don't get a form showing it. Since you aren't going to get a US tax form showing this amount, you can report it as Miscellaneous income. 

 

Here's how to do that in TurboTax:

 

 

  1. Sign in to your TurboTax account.
  2. Select Edit under Wages & Income.
  3. Scroll down to Less Common Income at the bottom. Expand the section by selecting the down arrow. 
  4. Select Start or Revisit to the right of Miscellaneous Income, 1099-A, 1099-C.
  5. Select Start or Revisit to the right of Other reportable income.
  6. Enter "Dividend - no form" as the description and the dollar amount. 
  7. Select Continue, then Done. 
     

 

Level 1
Feb 21, 2024 12:23:50 PM

THANK YOU!

 

Are there any other sections/forms I need to complete regarding these stocks?  The current market value is just over $1000, so again we are talking a very small value.

 

I just want to make sure I'm entering all necessary information!

 

I really appreciate your help!

Expert Alumni
Feb 21, 2024 1:18:56 PM

It depends on whether you sold the stock or not. If you still own it, you would not report it.  It also does not a FBAR reporting requirement since the value is less than $10,000.

 

@mom2mikel