tax form mailing address

Update your address

Make sure your mailing address is correct to receive your tax forms.
text notifications

Sign up for text notifications

Receive an alert as soon as your tax forms are ready for download.
view account statements

Download statements

Find your shareholder account documents needed for tax filing.

What tax forms will I receive?

1099-DIV (by January 31)
Yes
If you received dividend payments or distributions totaling $10 or more during the tax year, you will receive form 1099-DIV from Computershare.
No
Computershare is not required to send you form 1099-DIV if you received dividend payments or distributions totaling less than $10 during the tax year and no taxes were withheld, or if you have a valid W8 on file.
1099-B (by February 18)
Yes
If you sold shares and received proceeds of $20 or more during the tax year, you will receive form 1099-B from Computershare.
No
If you sold shares and received proceeds of less than $20 during the tax year, no taxes were withheld, and the transaction only involved fractional shares, you will not receive form 1099-B.

When will I receive my tax forms?

January 31:
1099-DIV, 1099-INT, 1099MISC, 1099NEC

February 18:
1099-B

March 17:
1042S

Frequently asked questions

  • Shareholders can download copies of their tax forms online through our Quick Access Hub, or by logging in to their account on Investor Center.

    Employee plan participants can download copies of their tax forms in the “Tax Forms and Documents” section of Employee Online.

  • Cost basis is one of the trickiest things to figure out when working on taxes for your investments. Visit our Cost Basis Information Center for answers to important questions.

  • If you did not receive dividend payments or distributions totaling $10 or more during the tax year and no taxes were withheld from the payments, or if you have a valid W8 form on file with Computershare, Computershare will not issue you Form 1099-DIV. However, you are still required to report that income to the IRS.

  • If you did not sell shares resulting in proceeds greater than $20 during the tax year, there was no withholding tax, and the transaction involved only fractional shares, Computershare will not issue you Form 1099-B. However, you are still required to report that income to the IRS.

Understanding Cost Basis

Cost basis is one of the trickiest things to figure out when working on taxes for your investments. Visit our Cost Basis Information Center for answers to important questions.

Learn More

More resources