Form 1099-DIV

All states | 22 types
Form 1099-DIV Page 1
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5 (9 reviews)
Updated Jan 17, 2025
~ 6 pages
281 downloads
The IRS form 1099-DIV is an important document in the U.S. tax system. It is issued by financial institutions, mutual funds, or companies to report dividends, capital gain distributions, and certain other payments made to investors. This form includes key details needed for accurate tax reporting. Download this 1099-DIV form in PDF and follow the guidelines below to easily complete it.
Choose your type of this legal template.
Document Types
Form 1099
This form is used to report income to the IRS and payment recipients.
352 downloads
Form 1099-A
This form reports the acquisition or abandonment of secured property.
275 downloads
Form 1099-B
This form reports proceeds from the sale of securities or certain barter transactions.
271 downloads
Form 1099-C
This form reports canceled debts of $600 or more, which may be considered taxable income.
269 downloads
Form 1099-CAP
This form reports corporate changes that result in distributions to shareholders.
266 downloads
Form 1099-G
This form reports taxable payments from government agencies.
315 downloads
Form 1099-H
This form reports HCTC advance payments for the recipient.
233 downloads
Form 1099-INT
This form reports interest income to the IRS and payment recipients.
297 downloads
Form 1099-K
This form reports payment transactions for goods and services processed through third-party networks.
236 downloads
Form 1099-LS
This form reports the transfer or acquisition of a life insurance contract.
225 downloads
Form 1099-LTC
This form reports long-term care and accelerated death benefit payments.
226 downloads
Form 1099-MISC
This form reports an income that is not classified as wages, salaries, or tips.
622 downloads
Form 1099-NEC
This form reports payments to independent contractors or self-employed individuals.
843 downloads
Form 1099-OID
This form reports OID income from financial instruments like bonds or notes.
226 downloads
Form 1099-PATR
This form is used to report taxable distributions or patronage dividends from cooperatives.
223 downloads
Form 1099-Q
This form reports distributions from education savings programs to the IRS and recipients.
221 downloads
Form 1099-QA
This form documents distributions from ABLE accounts for tax and eligibility purposes.
218 downloads
Form 1099-R
This form is used to report retirement and pension distributions to the IRS and recipients.
287 downloads
Form 1099-S
This form is used to report real estate transaction proceeds.
236 downloads
Form 1099-SA
This form is used to report distributions from health or medical savings accounts.
218 downloads
Form 1099-SB
This form is used to report life insurance policy transfers to the IRS and recipients.
220 downloads
1099-div

The 1099 DIV form shows the dividends and other payments you get from your investments during the year. Knowing how this form works can help you handle your taxes with confidence.

When To Use a Form 1099 DIV

If you're an investor receiving:

  • Dividends;

  • Capital gain distributions;

  • Non-taxable distributions during the year.

The payer must send you a 1099 DIV template if the total dividends exceed $10.

Details of Form 1099-DIV

The 1099 DIV forms are composed of various sections, each capturing crucial investment-related income aspects:

1. Payer's Information. It contains the name, address, contact details, and the federal identification number of the payer.

2. Recipient’s Information. Information such as the name, address, account number, etc., are included here.

3. Dividend and Distributions Details. This section lists:

  • Total regular dividends;
  • Qualified dividends;
  • Total capital gain distributions;
  • Non-dividend payments;
  • Federal income tax withheld;
  • Foreign taxes paid;
  • Country where taxes were paid;
  • Interest dividends from certain private activity bonds.

Getting Complete Form 1099-DIV

The 1099-DIV form 2025 will help make sure everything is correct and follows the current rules from the IRS. You can get a 1099 DIV download from the IRS website or the Lawrina platform.

Fill in the Details with 1099 DIV Instructions:

• In the Payer's section, fill out the necessary contact information.

• The Recipient’s section should have your name and address.

• The dividend and distribution details should match the corresponding amounts you received for the tax year.

Reviewing the completed form for accuracy is highly advisable.