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JCNORCAL
New Member

How do I account for dividend payments from Ex-spouse when I don't get a 1099-DIV? It's all held in his name, but I received stocks in company as part of divorce, and he just holds them in trust for me. HELP

 
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1 Reply
DianeW777
Expert Alumni

How do I account for dividend payments from Ex-spouse when I don't get a 1099-DIV? It's all held in his name, but I received stocks in company as part of divorce, and he just holds them in trust for me. HELP

It depends.  You can have your former spouse give you a copy of his 1099-DIV and use that to enter your portion only. Or he can get a copy of the statement for the year which would also allow you to calculate and enter your portion of the dividends.  You may be able to reach out to the financial agent yourself to help figure out your portion. Only they can give you the information you need to report your share of the dividends.

 

It would not benefit your former spouse if he doesn't provide this to you.

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