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dividend income

When do I have to declare dividend income that comes at the end of the year?

May 24, 2026 by Brenda Whaley
When do I have to declare dividend income that comes at the end of the year?

Dear Liz: I live totally on my investment income. I receive the majority of my income at the end of the year, mostly dividends from my brokerage account. A couple of years ago, when talking to an IRS agent about another matter, I asked when I should make my estimated tax payment. I was told … Read more

Categories Business Tags accountant, brokerage account, comment, couple, dividend income, end, fee-only financial planner, irs agent, mark luscombe, new advisor, penalty, related schedule ai, tax bill, tax payment, year Leave a comment

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