1099-DIV PDF form

Understand your document

What is 1099-DIV?

Form 1099-DIV reports dividends and other distributions. Ordinary dividends, qualified dividends, capital-gain distributions and nondividend distributions are separate categories. The payer’s distribution records determine the entries; the PDF does not classify an investment payment for you.

Records to gather

• Financial institution or payer and recipient taxpayer details
• Ordinary and qualified dividend totals from distribution records
• Capital-gain, nondividend and other applicable distribution amounts
• Withholding, foreign-tax details and relevant state entries

Fields you will work through

The guided editor groups the supported fields into practical steps. The available fields follow the chosen revision.

Document details

Calendar year · Are you preparing more than one statement for separate accounts of this recipient?

Issuer

Payer / creditor name · Street address · City or town

Recipient

Recipient TIN · Recipient name · Street address, including apartment

Reported amounts

1a Total ordinary dividends · 1b Qualified dividends · 2a Total capital gain distributions

Additional information

Account number · 8 Foreign country or U.S. possession

Check before using your PDF

• Check qualified dividends as a component of ordinary dividends where the form requires it, rather than adding them twice.
• Keep capital-gain and nondividend distributions separate from ordinary dividends.

After you prepare the document

Complete the applicable statement furnishing and agency filing separately. Recipients should use issuer-confirmed records and request corrections from the issuer.