The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: Dividend not included on 1099 form||Date: 2/25/2013 8:33 PM|
|Author: projectchris||Number: 117893 of 121144|
"Since you indicate that the dividend was received on January 3 I would be inclined to think is was actually issued the prior year.
You could check with a quote server such as Yahoo Finance that shows dividend dates to see when it was paid."
I called Tradeking, and I was told it was a mistake on Apex's part. They told me they would inform Apex to correct the mistake on 2012 1099 tax form consistent with what I have already filed on my 1040 form.
Many Tradeking customers will likely need corrected 1099 forms from what I was told.
Still debating whether I should just drop that brokerage. I already closed my Roth with Tradeking because they wouldn't drop the $30 yearly maintenance fee. I was told that legacy Tradeking customers and new Tradeking customers only, were allowed maintenance fee free roth accounts.
I even went as far as stating--- Can I just close the account, and open a new one? lol response- no
I opened up an optionshouse account and have been pleased so far. I took advantage of the $100 ACAT and 100 free trades promotions.
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