Skip to main content
No. of Recommendations: 0
To: GLSYMTHE

George, in working with your drip spreadsheet that you have so generously shared with all of us, I have added one feature that will come in handy when the 1099's start arriving in Jan/Feb 2000.

On the individual stock spreadsheet, in the empty column next to "Shares" I added "Dividends". I fill in the dividend amounts both under "Amount Sent" as you do, but also under "Dividends". The total of the dividends are in cell 5E (beside all the other totals). When I receive the 1099, a quick glance will tell if the amount reported to the IRS is the same amount I show.

Hope you and/or others can use this too.
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.