Skip to main content
February 6, 2024
Question

A January 2024 dividend payment from my financial institution was included in my 2023 1099-DIV statement

  • February 6, 2024
  • 1 reply
  • 0 views

A January 2024 dividend payment from my financial institution (accrued in 2023) was included in my 2023 1099-DIV statement.    Am I permitted to ignore that income for 2023 and instead report the income in 2024?

1 reply

Employee
February 6, 2024

The IRS will match that form with what you received. Report on 2023 return.