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1099-Div 2023 4026695

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129 views1 page

1099-Div 2023 4026695

Uploaded by

lgsluis
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
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Publix Super Markets, Inc.

P.O. Box 32040


Lakeland, FL 33802

If you have questions contact:

Phone: 863-688-7407
Ext: 52323

ELIZABETH RAMIREZ
505 SW 31 TER
CAPE CORAL, FL 33914

Instructions for Recipient


Recipient’s taxpayer identification number (TIN). For your protection, this form may show only the last generally treated as effectively connected to a trade or business within the United States. See the
four digits of your TIN (SSN, ITIN, ATIN, or EIN). However, the issuer has reported your complete TIN to instructions for your tax return.
the IRS. Box 3. Shows a return of capital. To the extent of your cost (or other basis) in the stock, the distribution
Account number. May show an account or other unique number the payer assigned to distinguish your reduces your basis and is not taxable. Any amount received in excess of your basis is taxable to you as
account. capital gain. See Pub. 550.
Box 1a. Shows total ordinary dividends that are taxable. Include this amount on the "Ordinary dividends" Box 4. Shows backup withholding. A payer must backup withhold on certain payments if you did not
line of Form 1040 or 1040-SR. Also report it on Schedule B (Form 1040), if required. give your TIN to the payer. See Form W-9 for information on backup withholding. Include this amount on
Box 1b. Shows the portion of the amount in box 1a that may be eligible for reduced capital gains rates. your income tax return as tax withheld.
See the Instructions for Form 1040 for how to determine this amount and where to report. Box 5. Shows the portion of the amount in box 1a that may be eligible for the 20% qualified business
The amount shown may be dividends a corporation paid directly to you as a participant (or beneficiary income deduction under section 199A. See the instructions for Form 8995 and Form 8995-A.
of a participant) in an employee stock ownership plan (ESOP). Report it as a dividend on your Form 1040 Box 6. Shows your share of expenses of a nonpublicly offered RIC, generally a nonpublicly offered
or 1040-SR but treat it as a plan distribution, not as investment income, for any other purpose. mutual fund. This amount is included in box 1a.
Box 2a. Shows total capital gain distributions from a regulated investment company (RIC) or real estate Box 7. Shows the foreign tax that you may be able to claim as a deduction or a credit on Form 1040 or
investment trust (REIT). See How To Report in the Instructions for Schedule D (Form 1040). But, if no 1040-SR. See the Instructions for Form 1040.
amount is shown in boxes 2b, 2c, 2d, and 2f and your only capital gains and losses are capital gain
distributions, you may be able to report the amounts shown in box 2a on your Form 1040 or 1040-SR Box 8. This box should be left blank if a RIC reported the foreign tax shown in box 7.
rather than Schedule D. See the Instructions for Form 1040. Boxes 9 and 10. Show cash and noncash liquidation distributions.
Box 2b. Shows the portion of the amount in box 2a that is unrecaptured section 1250 gain from certain Box 11. If the FATCA filing requirement box is checked, the payer is reporting on this Form 1099 to
depreciable real property. See the Unrecaptured Section 1250 Gain Worksheet in the Instructions for satisfy its account reporting requirement under chapter 4 of the Internal Revenue Code. You may also
Schedule D (Form 1040). have a filing requirement. See the Instructions for Form 8938.
Box 2c. Shows the portion of the amount in box 2a that is section 1202 gain from certain small business Box 12. Shows exempt-interest dividends from a mutual fund or other RIC paid to you during the
stock that may be subject to an exclusion. See the Schedule D (Form 1040) instructions. calendar year. See the Instructions for Form 1040 for where to report. This amount may be subject to
Box 2d. Shows the portion of the amount in box 2a that is 28% rate gain from sales or exchanges of backup withholding. See Box 4 above.
collectibles. If required, use this amount when completing the 28% Rate Gain Worksheet in the Box 13. Shows exempt-interest dividends subject to the alternative minimum tax. This amount is
Instructions for Schedule D (Form 1040). included in box 12. See the Instructions for Form 6251.
Box 2e. Shows the portion of the amount in box 1a that is section 897 gain attributable to disposition of Boxes 14-16. State income tax withheld reporting boxes.
U.S. real property interests (USRPI). Nominees. If this form includes amounts belonging to another person, you are considered a nominee
Box 2f. Shows the portion of the amount in box 2a that is section 897 gain attributable to disposition of recipient. You must file Form 1099-DIV (with a Form 1096) with the IRS for each of the other owners to
USRPI. show their share of the income, and you must furnish a Form 1099-DIV to each. A spouse is not required
Note: Boxes 2e and 2f apply only to foreign persons and entities whose income maintains its character to file a nominee return to show amounts owned by the other spouse. See the current General
when passed through or distributed to its direct or indirect foreign owners or beneficiaries. It is Instructions for Certain Information Returns.

CORRECTED (if checked)


PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal 1a Total ordinary dividends
code, and telephone no. OMB No. 1545-0110

Publix Super Markets, Inc. $ 368.09 Dividends and


P.O. Box 32040 1b Qualified dividends À¾¶· Distributions
Lakeland, FL 33802
$ Form 1099-DIV
2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain
Copy B
$ $ For Recipient
PAYER’S TIN RECIPIENT’S TIN 2c Section 1202 gain 2d Collectibles (28%) gain

$ $
2e Section 897 ordinary dividends 2f Section 897 capital gain

59-0324412 XXX-XX-2121 $ $
RECIPIENT’S name, street address (including apt. no.), city or town, state or province, country, 3 Nondividend distributions 4 Federal income tax withheld
and ZIP or foreign postal code
This is important tax
ELIZABETH RAMIREZ $ $
information and is
5 Section 199A dividends 6 Investment expenses
505 SW 31 TER being furnished to
the IRS. If you are
CAPE CORAL, FL 33914 $ required to file a
7 Foreign tax paid 8 Foreign country or U.S. possession return, a negligence
penalty or other
sanction may be
$ imposed on you if
this income is taxable
9 Cash liquidation distributions 10 Noncash liquidation distributions and the IRS
determines that it has
$ $ not been reported.
11 FATCA filing 12 Exempt-interest dividends 13 Specified private activity
requirement bond interest dividends
$ $
Account number (see instructions) 14 State 15 State identification 16 State tax withheld
2009805847 no.
FL $
Form 1099-DIV (Rev. 1-2023) (keep for your records) www.irs.gov/Form1099DIV Department of the Treasury - Internal Revenue Service

3H8019 2.000

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