Received my 1099-B and I am totally confused, even after spending considerable time on the KHC site and reading the different tax treatment scenarios . Since I had dividends reinvested there are short term and also long term entries on the 1099-B. I am not going to hire an accountant for this and will muddle through. If the IRS doesn't like it they can calculate it. Seems to me this could have been handled in an easier way for the shareholders.
From whom did you receive a 1099-B for the special dividend? Wells Fargo, the agent for direct shareholders, has not issued one yet and now I have been told it may not be issued until mid March. What a crock. Someone will have already fraudulently filed a tax return using my SSN by then. Ridiculous.
I hold my shares directly (both KHC and the now defunct Kraft Foods group) and the only tax forms I received is a 1099-DIV for Kraft Foods Group which includes only ordinary dividends. I see no accounting for the special dividend. I checked my account online and only see the form I received. Is the special dividend not taxable? Seems unlikely.