☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 31, 2019 9:56:30 PM

Do I have to report each and every dividend or can I total together

I have several investments with Edward Jones, do I have to report each and every dividend for every month I received, or can I lump them together?

0 1 698
1 Best answer
Level 4
May 31, 2019 9:56:32 PM

No. Edward Jones will issue you a 1099-DIV for each account you have with them. You then list each 1099-DIV as Edward Jones and the total amount on each form. You don't list each stock or fund, just the broker's name and the total dividends paid for the year in that account.

1 Replies
Level 4
May 31, 2019 9:56:32 PM

No. Edward Jones will issue you a 1099-DIV for each account you have with them. You then list each 1099-DIV as Edward Jones and the total amount on each form. You don't list each stock or fund, just the broker's name and the total dividends paid for the year in that account.