Form 1099-DIV

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All states | 22 types
Updated Jan 17, 2025
~ 6 pages
PDF
2.9K downloads
Form 1099-DIV is a tax document between an investment institution and a taxpayer that reports dividend and distribution income. It is used to declare earnings from stocks, mutual funds, and other investments.
Form 1099-DIV Page 1
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Reviewed by Kate Adkham

Template Description

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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

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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

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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

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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 Loio 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.

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