[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-303686-105":53,"doc-detail-303686-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","understanding-your-consolidated-form-1099-tax-statement-tax-statement-guide","UNDERSTANDING YOUR CONSOLIDATED FORM 1099 TAX STATEMENT - Tax Statement Guide","","Guide to understanding a Consolidated Form 1099 Tax Statement provided by Janney Montgomery Scott LLC. It explains how reportable investment income and securities transactions from the tax year are recorded and reported to the IRS. Covers key sections including 1099-DIV dividends and distributions, 1099-MISC miscellaneous income, 1099-INT interest income, and sale transactions summarized from 1099-B. Includes guidance on common lines and emphasizes accurate federal income tax reporting and consultation with a qualified tax professional.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/understanding-your-consolidated-form-1099-tax-statement-tax-statement-guide/303686/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/understanding-your-consolidated-form-1099-tax-statement-tax-statement-guide/303686.png","ImageObject",442,249,{"name":88,"@type":89},"นรินทร์","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of a Consolidated Form 1099 Tax Statement from Janney?","Question",{"text":108,"@type":109},"It is a record of reportable activity tied to your Janney account during the tax year, including reportable income and securities transactions that Janney reports to the IRS as required.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does Form 1099-DIV explain dividend and distribution amounts?",{"text":113,"@type":109},"It summarizes items such as total ordinary dividends (Line 1a), qualified dividends (Line 1b), capital gain distributions (Line 2a), and federal income tax withheld (Line 4), along with other relevant dividend categories.",{"name":115,"@type":106,"acceptedAnswer":116},"What information is covered in the sale transactions section related to Form 1099-B?",{"text":117,"@type":109},"It summarizes total cost basis, proceeds, and gain or loss for transactions reported in the Form 1099-B section, and explains terms like short term, long term, and covered versus non-covered reporting.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},303686,1790176500,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},2336475104957,"https://ap-avatar.wpscdn.com/avatar/22000c4c6bd8a5076e1?x-image-process=image/resize,m_fixed,w_180,h_180&k=1787554080175789136","P L A N  \nF O R  \nM O R E TM  \nUNDERSTANDING YOUR CONSOLIDATED FORM 1099 TAX STATEMENT  \nReporting investment income and related expenses on your tax forms is easier with clear guidance. To help you navigate Consolidated Form 1099 Tax Statement you receive from Janney and other investment firms, review this guide.  \nTHINGS TO KEEP IN MIND  \nThe Consolidated Form 1099 Tax Statement is a record of reportable activity associated with your account at Janney Montgomery Scott LLC.  \nIt provides information about reportable income and securities transactions recorded in your Janney account during the tax year. The information Janney provides on your Consolidated Form 1099 Tax Statement is reported to the Internal Revenue Service (IRS) as required.  \nIf you are required to file federal income tax return, you are responsible for accurately reporting taxable income. Failure to report taxable income may result in an accuracy-related penalty or other consequences, depending on the circumstances.  \nThe information in this guide is general in nature and is not intended to provide tax advice or serve as a substitute for guidance from a qualified tax professional. Because each taxpayer’s circumstances are different, you should consult your tax advisor regarding your individual situation.  \nIf you have any questions regarding your Consolidated Form 1099 Tax Statement, please contact your Janney Financial Advisor. Tax preparation questions should be directed to your professional tax advisor.  \nYour Consolidated Form 1099 Tax Statement consists of several sections, summarized below in the order they appear on the statement. Sections reportable by Janney directly to the IRS are indicated where applicable on your 1099 statement.  \n1099-DIV: DIVIDENDS AND DISTRIBUTIONS  \nThis section reports dividend income and certain distributions credited to your Janney account during the tax year. Below are explanations of commonly populated lines:  \n• Line 1a: Total Ordinary Dividends – Shows the total amount of ordinary dividends reported for the tax year.  \n• Line 1b: Qualified Dividends – Shows the portion of the dividends reported in Line 1a that may be eligible for a reduced capital gains rate, also known as“qualified dividends.”  \n• Line 2a: Total Capital Gain Distributions – Shows the total capital gain distributions received from a regulated investment company (RIC) or real estate investment trust (REIT) .  \n• Line 2e: Section 897 Ordinary Dividends – Shows the portion of the dividends reported in Line 1a that represents Section 897 gain attributable to dispositions of U.S. Real Property interests (USRPI) .  \n• Line 2f: Section 897 Capital Gain – Shows the portion of the amount in Line 2a that represents Section 897 gain attributable to dispositions of USRPI.  \n• Line 3: Non-dividend Distributions – Also known as Return of Capital, this line shows the total amount of any nondividend distributions received which is a return of your initial investment. This amount generally reduces the basis for the security by the same amount of the distribution.  \n• Line 4: Federal Income Tax Withheld – Shows the total amount of federal income tax withheld from dividend payments.  \n• Line 5: Section 199A dividends – Shows the total “qualified REIT dividends” (also called “Section 199A dividends”) resulting from the Tax Cuts and Jobs Act.  \n1099-MISC: MISCELLANEOUS INCOME  \nThis section reports certain miscellaneous payments, including royalty income, fees, substitute payments in lieu of dividends, and other reportable income.  \n• Line 3: Other Income – This line may include payments received from the Fully Paid Lending Program.  \n• Line 4: Federal Income Tax Withheld – Shows the total amount of federal income tax withheld from reportable miscellaneous income.  \n• Line 8: Substitute Payments in Lieu of Dividends or Interest – Shows the total amount of substitute payments received in lieu of dividends or interest while your securities were on loan. Income received during","cbCaikIuFWgkpTmE","https://ap.wps.com/l/cbCaikIuFWgkpTmE","pdf",178644,6,"English","# Things to Keep in Mind\n# 1099-DIV: Dividends and Distributions\n## Common line explanations\n# 1099-MISC: Miscellaneous Income\n## Common line explanations\n# 1099-INT: Interest Income\n## Common line explanations\n# Sale Transactions\n## Term: Short Term, Long Term, Undetermined\n## Covered vs. Non-covered","[{\"question\":\"What is the purpose of a Consolidated Form 1099 Tax Statement from Janney?\",\"answer\":\"It is a record of reportable activity tied to your Janney account during the tax year, including reportable income and securities transactions that Janney reports to the IRS as required.\"},{\"question\":\"How does Form 1099-DIV explain dividend and distribution amounts?\",\"answer\":\"It summarizes items such as total ordinary dividends (Line 1a), qualified dividends (Line 1b), capital gain distributions (Line 2a), and federal income tax withheld (Line 4), along with other relevant dividend categories.\"},{\"question\":\"What information is covered in the sale transactions section related to Form 1099-B?\",\"answer\":\"It summarizes total cost basis, proceeds, and gain or loss for transactions reported in the Form 1099-B section, and explains terms like short term, long term, and covered versus non-covered reporting.\"}]","UNDERSTANDING YOUR CONSOLIDATED FORM 1099 TAX STATEMENT - Tax Statement Guide | PDF",1789806187]