Your dividends from last year may not match the distributions reported on your 1099, which include dividends. As you likely noticed, the dividends you earned during the fourth quarter are distributed to you or reinvested in January of the following year.

Note: In accordance with IRS regulations, we will not issue a Form 1099-DIV if your aggregate distributions from a fund in the given tax year are less than $10. This means that you may not receive tax documents for all of the funds in which you hold shares; however, you are still responsible for reporting distributions received on your tax returns.

Whimsy does not not provide tax, investment or legal advice and only shares the details to how the Whimsy business operates.