Registered shareholders will receive tax reporting information from Computershare Trust Company, N.A., and beneficial shareholders will receive tax information from their brokers. Each shareholder should consult a tax advisor to determine the correct tax liability each year. Below are some facts, to keep in mind, when completing your tax forms:
Each shareholder, with shares in a brokerage or trust company account, will receive their tax reporting information from the account custodian. If changes are needed in withholding or tax reporting, the account custodian must be notified.
For registered holders, Computershare, and for beneficial holders, your broker, prepare and mail United States Internal Revenue Service Forms 1099DIV, and 1042S, annually, before January 31, covering activity for the preceding tax year. Generally, the Form 1099DIV is attached to the fourth quarter dividend check or Dividend Investment and Stock Purchase Plan statement; the 1042S is mailed separately. If you sold any of your Ford Motor Company shares between January and the end of December, you will receive a 1099B for the proceeds you received on or before February 15.
U.S. shareholders, not wanting tax withheld from their dividends or sales, should file a United States Internal Revenue Service Form W-9 with Computershare or their broker, as appropriate.
Shareholders outside the U.S. should file a United States Internal Revenue Service Form W-8 with Computershare or their broker, as appropriate to make sure their withholding is calculated at the correct rate.