Reply To: How to fix declaring qualified dividends?

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#7679
kaneohe
Participant

Unfortunate problem for a minor error………If you have the patience for a phone call, that might be the simplest since you can correct any misunderstandings right away. My recent experience……announcement says 15-30 min wait for rep………usually turns out to be closer to 30min. Good luck and listen carefully to the phone tree choices so you end up in the right place.

Somehow I think a simple narrative explaining what happened and with the correct tax will be the simplest. You might also show that you can get the IRS tax number with 0 QDIV. I have some concerns that adding too much else will end up confusing rather than enlightening. Of course you will need to give them the correct QDIV #.

Good luck! I don’t think you’ll ever make the same mistake again after this.

  • This reply was modified 1 year, 1 month ago by kaneohe.