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 of the form should not be filed as it is not scannable, and penalties may apply for non-compliance. 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 offers guidance on ordering official forms and filing deadlines.

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Who would send me a 1099-div?

Banks and other financial institutions use Form 1099-DIV to report your dividends and distributions from investments like stocks or mutual funds.

How do I 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.

What happens if you dont file 1099-div?

If you receive a Form 1099-DIV and do not report the dividends on your tax return, the IRS will likely send you a CP2000, Underreported Income notice. This IRS notice will propose additional tax, penalties and interest on your dividends and any other unreported income.

How do I get a copy of my 1099-div online?

If you have an online account with your financial institution, you can probably sign in to your account and download your Form 1099-DIV. Do you have a year-end statement or other documents that show the amount of dividend income you had for the year?

Who should receive a 1099-div?

If you own investments that pay dividends and you hold them in a taxable brokerage account, youll likely receive a Form 1099-DIV during tax season.

Do I have to report 1099-DIV on my tax return?

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).

What do I do if I didnt get a 1099-div?

If you didnt receive any other type of 1099, contact the issuer to get a replacement. If youre unable to retrieve your 1099 from the issuer, you can contact the IRS for assistance at 1-800-829-1040. The IRS can help you with trying to obtain your 1099.

Form 1099-DIV - IRS-2025

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