Skip to main content
June 1, 2019
Solved

Do I have to report each and every dividend or can I total together

  • June 1, 2019
  • 1 reply
  • 0 views

I have several investments with Edward Jones, do I have to report each and every dividend for every month I received, or can I lump them together?

Best answer by MR_ED

No. Edward Jones will issue you a 1099-DIV for each account you have with them. You then list each 1099-DIV as Edward Jones and the total amount on each form. You don't list each stock or fund, just the broker's name and the total dividends paid for the year in that account.

1 reply

MR_ED
MR_EDAnswer
Employee
June 1, 2019

No. Edward Jones will issue you a 1099-DIV for each account you have with them. You then list each 1099-DIV as Edward Jones and the total amount on each form. You don't list each stock or fund, just the broker's name and the total dividends paid for the year in that account.