WITAXLADY Posted March 12, 2018 Report Posted March 12, 2018 so I have a print out of dividends and sales and purchases listed as employee plan but nothing at the top except filer name - no roth or ira or 401,3,b etc... is this a taxable transaction for the year? Last year they received a 1099-Div from this stock company - this year just this printout... do I wait another week? Thx d Quote
Gail in Virginia Posted March 12, 2018 Report Posted March 12, 2018 If this is the same plan as last year, and last year it was taxable, I don't think that will have changed for this year. Is there any chance they got the forms and did not realize what they were to bring them to you? Or that they are supposed to go on-line and print them out? Or that they got lost in the mail? Quote
WITAXLADY Posted March 12, 2018 Author Report Posted March 12, 2018 Thanks Gail, Imagine that!! 3 emails later I got a 1099-B and now I received a 1099-Div.. what do they think those papers are!!! GRRRR not feeling these taxes today time for a walkabout 3 Quote
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