Taxes & Investing
Investment Tax Forms Explained: 1099-B, 1099-DIV, 1099-INT and 8949
Every winter, brokerages send tax forms that summarize a year of investing, and the alphabet soup can be confusing. This guide explains what the main forms report, how they connect to Form 8949 and Schedule D, what to check before you file, and why corrected forms sometimes arrive late.