FAQs  >  Topic: Taxes

Why does the dividend I received in January 2014 appear on my 2013 1099-Div?


Some mutual funds, REIT’s, and other regulated investment companies may declare a dividend to shareholders of record in October, November or December and distribute the dividend prior to February 1st of the following year.  These dividends are taxed as of the record date not the payable date.

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