Form 1099-DIV


(4.6 / 5) 45 votes
Form 1099-DIV - Thumbnail

Get your Form 1099-DIV in 3 easy steps

  • 01 Fill and edit template
  • 02 Sign it online
  • 03 Export or print immediately

What is 1099-DIV Form 2022?

This fillable and printable online PDF blank form is a document you may receive from banks and similar financial entities if you’re an investor who receives dividends and distributions from an equity plan or any kind of investment throughout the year.

What I need the 1099-DIV Fillable Form for?

The form 1099 DIV is mainly used for:

  • recording that a certain entity (not your boss) paid you money;
  • determining whether the dividends or distributions gained should be counted under a tax return or not;
  • further reporting that income on your tax return;
  • completing your tax return correctly;
  • and generally keeping your tax matters transparent and in great shape.

How to fill out the 1099-DIV form?

The form consists of one fillable page, which is fairly intuitive and forthright. Follow these steps when sorting out the completion of this document:

  1. Indicate payer’s details: name, full address, phone number, and the TIN.
  2. Indicate recipient’s details: name, full address, phone number, and the TIN.
  3. Type the amount of total ordinary dividends.
  4. Specify the amount of qualified dividends.
  5. Enter the total capital gain distribution.
  6. Enter the collectibles gain.
  7. Type the amount of non-dividend distributions.
  8. Indicate the federal income tax withheld. 
  9. Enter the investment expenses.
  10. Enter the amount of foreign tax paid.

Form 1099-DIV Screenshot

If sorting out the completion of this form causes confusion, there’s no doubt that you have to turn to professional help. That way, you’ll both save your time and achieve maximum accuracy of your files.

Organizations that work with the form

  • IRS
  • State Tax Department

What people say

  • Fred Walters
    Now that I’ve switched from Word to PDFLiner, I save lots of time processing and digitally distributing tons of billing forms, work orders, forecast reports, and invoices. In addition to this, thanks to PDFLiner, we’ve significantly minimized our paper consumption. Excellent tool that helps me cope with my business workflow faster and easier.
  • Peter Scheffel
    Self-employed attorney
    PDFLiner allows me to streamline the processes of generating and managing legal documents, as well as collecting electronic signatures for all my contracts and agreements. I like that I can customize forms on the go and access PDFLiner from all my gadgets. No more printing or scanning! That’s just brilliant!
  • Lisa Matthews
    University student
    When you’re a student, you deal with PDFs a lot… Newsletters, various worksheets, official forms you need to fill in and sign, etc… To me, filling out a PDF form used to be among the trickiest and most time-consuming things ever. But then a friend of mine introduced me to PDFLiner, and oh my God, my life has changed since then. It’s easy to use and has so many great features. Just awesome, I love it!
Fillable online Form 1099-DIV
(4.6 / 5) 45 votes
Please, wait...
We use unpersonalized cookies to keep our site working and collect statistics for marketing purposes. By continuing to use this site, you consent to this policy. Learn more