Investments & Financial Planning

How are Mutual funds distributions reported to the IRS ?

Mutual fund distributions are reported to the IRS and to you on Federal Form 1099-DIV or a substitute equivalent 1099-DIV statement. Several types of of dividends can be reported on Form 1099-DIV. Dividends that were reinvested by you instead of receiving cash will be listed on this form.

Need Professional Help?

If you need help with "Investments & Financial Planning" or have other tax questions, we can help you find a local licensed tax preparer for a free, no-obligation consultation.