Form 1099-DIV (2024)

What Is 1099-DIV Form

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

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.

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