Form 1099-DIV, Dividends and Distributions
Form 1099-DIV is how banks, brokers, and funds report dividends and other distributions they paid you. Fill in the official IRS PDF below and download it.
This is the genuine IRS PDF, unmodified. Source: IRS official page.
What is 1099-DIV?
Form 1099-DIV, Dividends and Distributions, is an information return that banks and other financial institutions use to report dividends and other distributions to taxpayers and to the IRS. It breaks the year’s payments into boxes for ordinary dividends, qualified dividends, capital gain distributions, nondividend distributions, and any federal or foreign tax withheld.
If you received one, the amounts flow onto your tax return: ordinary and qualified dividends onto Form 1040, and larger dividend totals onto Schedule B. The payer sends Copy A to the IRS, Copy B to you, and keeps Copy C.
Who files 1099-DIV?
- Corporations, mutual funds, and brokers that paid dividends or distributions of $10 or more to a person during the year
- Payers who withheld federal income tax under backup withholding rules, regardless of the amount
- Payers who paid foreign tax on dividends on someone’s behalf
- Recipients do not file the form itself; they use it to complete their return
How to fill out 1099-DIV
- Enter the payer’s name, address, and TIN in the payer boxes on the left side.
- Add the recipient’s TIN, name, and address, plus an account number if you file more than one 1099-DIV for the same person.
- Report the year’s totals in the numbered boxes: box 1a for total ordinary dividends, box 1b for qualified dividends, box 2a for capital gain distributions, and any withholding in box 4.
- Complete state boxes 14 to 16 if state tax was withheld.
- Download the PDF, send Copy B to the recipient, and file Copy A with the IRS electronically or on official scannable stock.
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Frequently asked questions
Do I have to report dividends if I never got a 1099-DIV?
Yes. All taxable dividends belong on your return whether or not a form arrived. Payers generally only have to issue one when they paid you $10 or more.
What is the difference between ordinary and qualified dividends?
Box 1a shows all ordinary dividends. Box 1b shows the portion that is qualified, which is taxed at the lower long-term capital gains rates when you meet the holding period rules.
When do recipients get their copy?
Payers generally furnish recipient copies early in the year following the payments. Check the current General Instructions for Certain Information Returns at irs.gov for the exact dates.