I’m not sure if I need Schedule B. Form 1040 says if ordinary dividends > $1500 then file Schedule B. That’s the case both 2019 and 2018, but I didn’t file Schedule B in 2018, not sure if I should have… No letter from IRS anyway.
For 2019, ordinary dividends > $1500. So I should file Schedule B, right? But do I need to list each and every stock, ETF companies as the payers, or can I just write payer as “TD Ameritrade, Inc.” since that’s the brokerage I use for the investments?
Thank you so much. I didn’t expect such a quick reply (thought may have to wait after July 4), so I filled the stock and ETF companies instead of brokerage and sealed the envelope, hope that’s also OK? (did more work than had to, so don’t feel like changing it….)
Perhaps put a note about what you did so they understand. In the end, I think it probably doesn’t matter …..they will compare the bottom line that they expect from the 1099s that they receive with your bottom line total. If they agree, end of issue.