Form 1099-DIV
Dividends and Distributions
Funds, corporations and brokers report dividends and capital gain distributions on Form 1099-DIV. Enter each box from your records; the form checks that amounts included in another box, like qualified dividends in box 1a, add up before you pay.
What it reports
- Ordinary and qualified dividends paid to shareholders
- Capital gain distributions, including Section 1250, 1202 and collectibles gain
- Section 199A dividends, foreign tax paid, liquidation distributions and exempt-interest dividends
What you'll get
- Recipient copies (Copy B and Copy 2), the official IRS edition for the tax year, as a PDF per recipient
- Your file copy (Copy 1) in the same PDF
- A ZIP with every PDF when you prepare several
- Downloads on your order page for 30 days, plus an email link
Copy A, the copy filed with the IRS, is filed electronically (for example through the IRS IRIS portal) or on the official scannable form, so it is not included.
How it works
- 1Enter the information once; add every recipient you need.
- 2Check the official form, filled in, in the live preview.
- 3Pay once and download your PDF right away.
Questions
What is the difference between box 1a and box 1b?
Box 1a is total ordinary dividends. Box 1b is the part of box 1a that is qualified dividends, so it can never be larger than box 1a; the form flags it if it is.
Where do capital gain distributions go?
Box 2a holds total capital gain distributions. Boxes 2b, 2c, 2d and 2f show parts of box 2a, and the form keeps each of them within it.
Which tax years can I prepare Form 1099-DIV for?
2025 and 2026. Each year uses the IRS edition in effect for it, and the preview shows exactly that edition.
How much does Form 1099-DIV cost?
$9.99 per recipient, paid once at checkout. There is no account, subscription or extra fee, and you see the full filled form before you pay.