Stock

Report a stock and income from the stock in Schedule A.

Stock: Examples

For You, Your Spouse, and Your Dependent Children

Schedule A

Report a stock if the value of the stock was more than $1,000 at the end of the reporting period, or if the stock produced more than $200 in income during the reporting period.

Block A: Provide the exact name of the stock (e.g., “Xylophone Technologies Corporation”). For stock of a privately held company, provide a description of the issuer’s trade or business (e.g. grain distributor, supermarket, financial advisory, etc.), and the city and state in which the company is located.

Block B: Report the value of the stock by marking the appropriate column. If the stock is no longer held, the value will be “None (or less than $1,001).”

Block C: Report the total amount of income that was produced during the reporting period by marking the appropriate “Amount” column. If the amount of income is more than $200, you also need to report the type of income by marking the applicable “Type” column(s). Stocks normally produce dividend income but stocks may also produce capital gains if sold.

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This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.