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VOC Energy Trust Message Board

  • jetsjr5656 jetsjr5656 Apr 14, 2012 1:18 PM Flag

    1099 amended

    when I received my 1099 from Schwab, the amounts on the 1099 do not match the amounts distributed per my statements. Similarly, I am trying to figure out the distribution percentages from holding from last May through 12/31.

    Anyone done the calculation for their tax return--and if so can you please provide how the calculation goes? I thought I was smart enough to sift thru this but the further I read, the more confused I become. I realize there is a return of capital (like holding a mortgage note) and have that piece settled. What I am confused about applies to the remaining amounts and how the percentages work.

    Thanks in advance to anyone willing to respond.

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