Tax Information FAQ
What is the tax reporting for my Publix stock and PROFIT Plan account?
- Publix stock account: An IRS Form 1099 is issued for your Publix stock account when dividends paid or proceeds from the sale of your stock are $10 or more for the tax year. The Form 1099-DIV reports to you the total dividends paid for the tax year.
- PROFIT Plan account:
An IRS Form 1099 is issued for your PROFIT Plan account when dividends paid are $10 or more for the tax year or if you have taken a distribution from the PROFIT Plan. The Form 1099-DIV reports to you the total dividends paid for the tax year.
When will I receive my Form 1099?
If you received dividends on or proceeds from the sale of Publix stock held in a Publix stock or PROFIT plan account during a tax year, you can access your IRS Forms 1099 online by registering for a Publix Stockholder Online account. Then log in to Publix Stockholder Online > My Profile > My Documents. The forms are available online by Jan. 31.
You also can choose to receive your tax documents electronically by updating your online delivery preferences by logging in to Publix Stockholder Online > My Profile > My Documents > Online Delivery Preferences.
For distributions from your PROFIT Plan account, your IRS Form 1099 is not available online and will be mailed to the address on file with Publix by Jan. 31 and should be delivered by mid-February.
An IRS Form 1099 is only issued for an account when the dividends paid or proceeds from the sale of Publix stock are $10 or more for the tax year.
I lost or didn’t receive my Form 1099-DIV. How do I request another?
An IRS Form 1099-DIV is only issued for an account when the dividends paid on Publix stock are $10 or more for the tax year.
If you received dividends for shares held in a Publix stock account or PROFIT Plan account during the tax year, access your IRS Form 1099-DIV online by registering for a Publix Stockholder Online account. Then log in to Publix Stockholder Online > Account Tools > My Documents. The forms are available online by Jan. 31.
You also can choose to receive your tax documents electronically by updating your online delivery preferences by logging in to Publix Stockholder Online > My Profile > My Documents > Online Delivery Preferences.
I lost or didn’t receive my Form 1099-B. How do I request another?
An IRS Form 1099-B is only issued for an account when the proceeds from the sale of Publix stock are $10 or more for the tax year.
If you sold shares of Publix stock held in a Publix stock account during the tax year, access your IRS Form 1099-B online by registering for a Publix Stockholder Online account. Then log in to Publix Stockholder Online > Account Tools > My Documents. The forms are available online by Jan. 31.
You also can choose to receive your tax documents electronically by updating your online delivery preferences by logging in to Publix Stockholder Online > My Profile > My Documents > Online Delivery Preferences.
I took a PROFIT Plan distribution and lost or didn’t receive my Form 1099-R. How do I request another?
Contact the Publix retirement department.
What is cost basis?
Cost basis is most frequently used to determine capital gains for tax purposes when stock is sold. The cost basis is the price per share at which you originally purchased the stock, adjusted for stock splits. If you have a Publix stock account, you can find the cost basis per share by registering for a Publix Stockholder Online account. Then log in to Publix Stockholder Online > My Accounts > View Certificates.
To calculate the total cost basis for tax reporting, multiply the number of shares sold times the cost basis per share. For more information on cost basis and tax reporting, consult an accountant, attorney or tax advisor.
Where can I find the cost basis for my stock accounts?
The cost basis for the Publix stock held in a stock account is available by registering for a Publix Stockholder Online account. Then log in to Publix Stockholder Online > Accounts and select the account you want to view.
Where can I find the cost basis for my PROFIT Plan account?
Contact the Publix retirement department.
