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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?
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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.
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.
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