makes gathering your tax information and filing a little easier. All 1099-DIV
forms were mailed to Computershare account holders as of Jan. 31. All 1099-B
forms were mailed as of Feb. 15. You can also access your tax forms digitally:
- Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online
- Shareholders can find them in the "Statements and Documents" section of Investor Center, or by clicking the "access your tax forms" banner on the login page
We've also prepared a number of helpful resources to assist you in filing your taxes.
If your account had more than $10 in dividends or more than $20 in sales in 2017, you received IRS Form 1099-DIV or 1099-B from Computershare. This form is required for filing your taxes. To help you navigate the form, check out the following guides:
Cost basis is one of the trickiest things to figure out when working on the taxes for your investments. Our FAQ answers the important questions and provides definitions for all the various terms used in cost basis calculations:
As always, if you have any questions about your income taxes, you should consult with a tax professional.