Got dividends but no 1099-Div

[vaibhav1rana]

Hi

I earned dividend income from shares in India market. Concerned brokerage firm is not issuing any 1099-Div form. I have been holding these shares for more than 10 years hence I know they are qualified and will enter them as qualified dividend. But I am not sure should I also enter them in ordinary dividend box or leave that box empty. If I leave ordinary box empty and fill qualified dividend box only, then I get tax refund more that than what I get if I enter nothing in both boxes. Hence I am confused.

[TomYoung · Accepted solution]

It sounds like you are entering these dividends "as if" you actually received a 1099-DIV and that's the correct way to do this here.

ALL dividends received are "ordinary" and SOME dividends received - a subset - are "qualified".  So you do need to fill out BOTH of those boxes for each dividend entered.  If you know that all the dividends are qualified then you'd have the same number in both boxes.

Tom Young

[vaibhav1rana]

thanks Tom. I entered same way.