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Simplify tax season with Investor Center. View statements and important documents and certify tax information, all in one place.
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Tax forms will be mailed and available online by:
February 2, 2026
1099-DIV
1099-INT
1099-MISC
1099-NEC
February 17, 2026
1099-B
March 16, 2026
1042-S
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Watch the video to learn more about how to simplify tax season preparation for a hassle-free process.
What tax forms will I receive?
by February 2
1099-DIV
If you received dividend payments or distributions totaling $10 or more during the tax year, you will receive form 1099-DIV from Computershare.
Computershare is not required to send you form 1099-DIV if you received dividend payments or distributions totaling less than $10 during the tax year and no taxes were withheld, or if you have a valid W8 on file.
by February 17
1099-B
If you sold shares and received proceeds of $20 or more during the tax year, you will receive form 1099-B from Computershare.
If you sold shares and received proceeds of less than $20 during the tax year, no taxes were withheld, and the transaction only involved fractional shares, you will not receive form 1099-B.
Frequently asked questions
Shareholders can download copies of their tax forms online by logging in to their account on Investor Center or through our Quick Access Hub.
Employee plan participants can download copies of their tax forms in the “Documents” section of EquatePlus.
If you’re an individual, your tax payer identification number is your Social Security Number. If you’re a resident alien, sole proprietor, or disregarded entity, you’ll use your Employee Identification Number (EIN) issued by the IRS. You can apply for an EIN on the IRS website.
You can find both the W-8 BEN and W-9 forms on the IRS website or below.
Cost basis is one of the trickiest things to figure out when working on taxes for your investments. Visit our Cost Basis Information Center for answers to important questions.
If you didn’t receive dividend payments or distributions totaling $10 or more during the tax year and no taxes were withheld from the payments, or if you have a valid W8 form on file with Computershare, Computershare won’t issue you Form 1099-DIV. However, you are still required to report that income to the IRS.
If you didn’t sell shares resulting in proceeds greater than $20 during the tax year, there was no withholding tax, and the transaction involved only fractional shares, Computershare won’t issue you Form 1099-B. However, you are still required to report that income to the IRS.
Take me there
Understanding cost basis
Cost basis is one of the trickiest things to figure out when working on taxes for your investments. Visit our Cost Basis Information Center for answers to important questions.
