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rjsiegner
New Member

It was my understanding that I would have to mail in copies of my 1099-DIV details since I didn't list ea individual transaction, just the summary info. I have 12 pages

of detail on my Pershing statement which can not be downloaded.  When I filed there were no instructions on how or where to mail these pages in.
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jtax
Level 9

It was my understanding that I would have to mail in copies of my 1099-DIV details since I didn't list ea individual transaction, just the summary info. I have 12 pages

Actually, that is a requirement for 1099-B sales and exchanges of securities, but not for 1099-DIV or 1099-INT.

If it is actually a 1099-B and you filled out the capital gains brokerage worksheet telling TT that you were entering a summary, TT will give you instructions and a form to mail in. It is form 8453.

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jtax
Level 9

It was my understanding that I would have to mail in copies of my 1099-DIV details since I didn't list ea individual transaction, just the summary info. I have 12 pages

Actually, that is a requirement for 1099-B sales and exchanges of securities, but not for 1099-DIV or 1099-INT.

If it is actually a 1099-B and you filled out the capital gains brokerage worksheet telling TT that you were entering a summary, TT will give you instructions and a form to mail in. It is form 8453.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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