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Messages - Theresa Kurk

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Transactions / Kraft Heinz merger
« on: February 27, 2016, 09:20:16 PM »
Last week I received notification that there was a tax document  on the Wells Fargo website pertaining to Kraft Foods.

It was a 1099B regarding teh $16.50 per share "dividend" that we received.

I never entered the Merger into my software yet but with tax time here, I figure I have to.

In IAM, are you supposed to indicate the Merger first in the software and then this "dividend".

Will it become clearer as I follow the instructions for the merger in the manual?

Thanks for any help.


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