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Level 1
posted Dec 5, 2021 2:37:13 PM

I'm doing some tax planning and was wondering how I can estimate my 2021 1099-DIV and 1099-B numbers on December 5, 2021?

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2 Replies
Level 15
Dec 5, 2021 2:40:15 PM

Did you look at your broker account online ... it should show you the year to date figures for these things. 

Level 15
Dec 5, 2021 2:41:08 PM

You would have to look at your monthly brokerage statements and add dividends distributed and track assets sold.