They may only receive a 1099-DIV if their taxable dividends totaled $10 or more. However, they must report all taxable dividends to the IRS, even if they don’t receive a Form 1099-DIV.
To find their total dividends, click here and filter by “Dividends” for the 2017 calendar year. They can then download a CSV statement to total their 2017 dividend activity.
Please note that Betterment is not a tax advisor and the information provided should not be construed as tax advice, but should be used for informational purposes only. Please consult a qualified tax professional or the IRS to determine the rules that apply to your clients’ individual tax situations.