Form 1099-DIV - IRS-2025

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The document provides information regarding the IRS Form 1099-DIV, which is used to report dividends and distributions. It emphasizes that the online version should not be filed as it is not scannable, and penalties may apply for improper filing. Instructions for both recipients and payers are included, detailing how to report various types of dividends, capital gains, and other related tax information. Additionally, it outlines ordering official forms and provides contact information for assistance.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the payer's name, address, and federal identification number in the designated fields at the top of the form.
In Box 1a, input the total ordinary dividends received. This amount is taxable and should be reported on your tax return.
If applicable, enter qualified dividends in Box 1b. This portion may be eligible for reduced capital gains rates.
Fill out Boxes 2a through 2d with any capital gain distributions and related information as necessary.
Complete Boxes 3 through 9 with any nondividend distributions, federal income tax withheld, investment expenses, and foreign taxes paid.
Review all entries for accuracy before saving or exporting your completed form for submission.

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What is the minimum reportable 1099-Div?

It is filed by financial institutions like banks, corporations, mutual funds, and REITs for payments that exceed the 1099-DIV $10 threshold or $600 or more for a liquidation. It also reports foreign tax or federal income tax withheld under backup withholding rules, regardless of the amount.

Do I need to report 1099-DIV on taxes?

You dont file the 1099-DIV with the IRS, but you need its information to prepare your tax return. The form includes several boxes that report different types of your income, such as ordinary dividends (Box 1a), qualified dividends (Box 1b), and capital gain distributions (Box 2a).

Why would you receive a 1099-div?

A 1099-DIV is a tax form that reports stock dividends and certain other distributions. Investors receive a 1099-DIV if they earn at least $10 of taxable dividends from stocks, or if stocks have been sold in their mutual fund, triggering capital gains.

What is the IRS form 1099-DIV used for?

Form 1099-DIV is used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS.

How do you get a 1099-div form?

Investors receive a 1099-DIV if they earn at least $10 of taxable dividends from stocks, or if stocks have been sold in their mutual fund, triggering capital gains. Brokers and financial institutions are required to send out 1099-DIV forms by January 31 for the previous tax year.

Where to enter 1099-div on tax return?

How do I report this Form 1099-DIV I received from my mutual fund? Enter the ordinary dividends from box 1a on Form 1099-DIV, Dividends and Distributions on line 3b of Form 1040, U.S. Individual Income Tax Return, Form 1040-SR, U.S. Tax Return for Seniors or Form 1040-NR, U.S. Nonresident Alien Income Tax Return.

Who typically receives a 1099-div?

Youll typically get a 1099-DIV each year you receive a dividend distribution or capital gains distribution, or if you paid foreign taxes on your taxable investments. But if the amount is less than $10 for the year, no 1099-DIV is sent.

Form 1099-DIV - IRS-2025

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