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posted Jun 6, 2019 4:10:13 AM

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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Level 10
Jun 6, 2019 4:10:15 AM

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.

1 Replies
Level 10
Jun 6, 2019 4:10:15 AM

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.