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You will receive a Form 1099-DIV if you are:
Forms 1099-INT and 1099-OID
You will receive a Form 1099-INT or 1099-OID if you are:
You will receive a Form 1042-S if you are:
You will receive a Form 1099-B if you are:
> Forms 1099-DIV, 1099-INT, and 1099-OID are mailed by January 31.
> Due to new cost basis regulations, we will mail Forms 1099-B by February 15.
> Forms 1042-S will be mailed by March 15th.
Cost Basis Reporting
The new cost basis rules require payers to report an investor's adjusted cost basis, gross proceeds, and the holding period when certain securities are sold. We have revised Form 1099-B to reflect this new cost basis reporting. All covered and noncovered cost basis information set forth in the informational statement attached to the Form 1099-B was provided for informational purposes. If cost basis data was not available, you may not have received the informational statement or there may be blank spaces in some of the fields. Computershare cannot confirm the accuracy or completeness of noncovered transactions. For more cost basis information click here.
423B Qualified Plans
Ordinary income resulting from qualifying and disqualifying dispositions must be reported by you and your company. Computershare has included this ordinary income in your adjusted cost basis.
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