Fill Out Form 1099-DIV Online Dividend statements for each shareholder

Type in the payer, the shareholder, and the dividends paid, and the official 1099-DIV fills in on screen as you go. When it’s complete, download or print Copies B, 2, and 1, plus the recipient instructions, in one step.

View the form on IRS.gov

How to fill it out: IRS instructions for Form 1099-DIV

Payer

The corporation, mutual fund, REIT, or broker that paid the dividends. Usually that’s you.

Payer’s name

Street address

Suite (optional)

City

State

ZIP code

Telephone number

Shareholders call this number with questions about the form, so it must reach a person who can answer them.

EIN SSN

Payer’s EIN

Corporations and funds enter their employer identification number. It’s never shortened on any copy.

Shareholder

The recipient of the dividends. Take their name, address, and TIN from the Form W-9 they gave you.

SSN or ITIN EIN

Recipient’s SSN or ITIN

Use the number from the shareholder’s Form W-9, matching the name below.

Show only the last 4 digits on the shareholder’s copies Allowed on Copies B and 2. Copy 1 goes to the state, so it always shows the full number.

Recipient’s name

Street address

Apt. no. (optional)

City

State

ZIP code

Account number (optional)

Required if this shareholder gets more than one 1099-DIV from you, or if you check box 11. Recommended on every form.

FATCA filing requirement (box 11) Check it only if you’re reporting this account to meet your FATCA (chapter 4) reporting requirement. Most payers don’t.

Dividends and distributions

Amounts in U.S. dollars. Leave a box empty if it doesn’t apply.

Calendar year

The year the dividends were paid.

Total ordinary dividends (box 1a)

Qualified dividends (box 1b)

Total capital gain distributions (box 2a)

Nondividend distributions (box 3)

Federal income tax withheld (box 4)

Capital gain details (boxes 2b–2f) Optional

Each of these is part of the total in box 2a, except box 2e, which is part of box 1a. Only RICs and REITs fill in boxes 2e and 2f.

Unrecaptured Sec. 1250 gain (box 2b)

Section 1202 gain (box 2c)

Collectibles (28%) gain (box 2d)

Section 897 ordinary dividends (box 2e)

Section 897 capital gain (box 2f)

Section 199A, expenses, and foreign tax (boxes 5–8) Optional

Section 199A dividends (box 5)

Investment expenses (box 6)

Foreign tax paid (box 7)

Foreign country or U.S. possession (box 8)

Liquidations and exempt-interest dividends (boxes 9–13) Optional

Cash liquidation distributions (box 9)

Noncash liquidation distributions (box 10)

Exempt-interest dividends (box 12)

Specified private activity bond interest dividends (box 13)

This is a corrected form Tick it only to fix a 1099-DIV you already filed or sent. Every copy then shows the CORRECTED box checked.

State information

Optional. Use boxes 14–16 if you withheld state income tax on these dividends, for up to two states.

State (box 14)

Payer’s state ID no. (box 15)

State tax withheld (box 16)

Second state Optional

State (box 14)

Payer’s state ID no. (box 15)

State tax withheld (box 16)

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Complete the required fields to download or print your 1099-DIV.

View the form on IRS.gov

How to fill it out: IRS instructions for Form 1099-DIV

Understanding Form 1099-DIV

Form 1099-DIV, Dividends and Distributions, reports what a corporation, mutual fund, REIT, or broker paid a shareholder during the year. It splits the payments into ordinary and qualified dividends, capital gain distributions, nondividend distributions, and any tax withheld, so the shareholder can report each part the right way.

A payer generally files one for each person who received $10 or more in dividends and other distributions, or for whom it withheld federal income tax or paid foreign tax. Payments to corporations, tax-exempt organizations, and IRAs usually don’t need one. So-called dividends on credit union and savings accounts are interest, and they go on Form 1099-INT instead.

Filling out Form 1099-DIV step by step

Begin with the payer’s name, address, a phone number the shareholder can call, and the payer’s TIN. Next come the shareholder’s TIN, name, and address, then the calendar year and the amounts. Box 1a holds all ordinary dividends and box 1b the qualified part of them, while boxes 2b to 2f break down the capital gain distributions in box 2a. The generator flags a breakdown box that’s larger than the total it belongs to.

Copies B, 2, and 1 fill in together as you type, and once the required fields are done you can download them as one PDF or print them, with the Instructions for Recipient page that goes on the back of Copy B. The red Copy A for the IRS isn’t part of the download: e-file it through IRIS or use the official scannable form. Looking for a different form? See all tax form generators.

Good to know about Form 1099-DIV

Who sends Form 1099-DIV?

Corporations, mutual funds and other regulated investment companies, REITs, and brokers that pay dividends or other distributions on stock. A form is generally needed for each person paid $10 or more, anyone whose dividends had federal income tax withheld under the backup withholding rules, and anyone for whom foreign tax was withheld and paid. Liquidation distributions have their own threshold, so check the instructions for those.

What’s the difference between ordinary and qualified dividends?

Box 1a shows all ordinary dividends, including reinvested dividends and money market fund dividends. Box 1b shows the part of box 1a that qualifies for the lower capital gain tax rates, generally dividends from U.S. corporations and qualified foreign corporations. Box 1b can never be more than box 1a, and it can’t be less than zero.

When is Form 1099-DIV due?

The shareholder’s copy is due by January 31 of the year after the dividends were paid. Copy A is due to the IRS by February 28 on paper or by March 31 when filed electronically. A due date that falls on a weekend or legal holiday moves to the next business day.

Can I file Copy A with the IRS using this generator?

No. The IRS reads Copy A by machine, so it only accepts the red official form or an electronic filing. If you file 10 or more information returns in total for the year, you must e-file, for example through the IRS IRIS portal. Otherwise, order the official red forms from the IRS and mail them with Form 1096.

Which copy goes where?

Copy B goes to the shareholder for their federal return, and Copy 2 is for their state return when one is required. Copy 1 is for a state tax department that asks for a paper copy. The state boxes and Copies 1 and 2 are there for your convenience and aren’t required by the IRS.

Are credit union dividends reported on a 1099-DIV?

No. Payments called dividends on deposits or share accounts at credit unions, savings and loan associations, cooperative banks, and mutual savings banks are interest. Report them on Form 1099-INT.

How do I fix a 1099-DIV that had a mistake?

Fill out the form again with the right figures and tick “This is a corrected form”, which checks the CORRECTED box on every copy. Send the corrected copies to the shareholder and file a corrected Copy A with the IRS. If only the state information was wrong, contact the state tax department rather than the IRS.

Does forms.app see the information I enter?

No. The generator runs in your browser and builds the PDF on your device. Nothing you type, including taxpayer identification numbers, is uploaded to forms.app or saved anywhere, and it’s cleared when you close the page.

Do I have to pay or sign up?

No. Filling out, downloading, and printing Form 1099-DIV here is free, and you don’t need an account.