To ease statement furnishing requirements, Copies 1, B, and 2 are fillable online in a PDF format, available at IRS.gov/Form1099DIV. You can complete these copies online for furnishing statements to recipients and for retaining in your own files. File Form 1099-DIV for each person:

Shows total ordinary dividends that are taxable. Include this amount on the “Ordinary dividends” line of Form 1040 or 1040-SR. Also report it on Schedule B (Form 1040), if required. Box 1b. Shows the portion of the amount in box 1a that may be eligible for reduced capital gains rates.

Jan 3, 2025 · A 1099-DIV is a tax form that reports stock dividends and certain other distributions. Investors receive a 1099-DIV if they earn at least $10 of taxable dividends from stocks, or if stocks have been sold in their mutual fund, triggering capital gains.

Jan 22, 2025 · Form 1099-DIV reports dividends and capital gains distributions from investments. Learn how to include this information on your tax return, understand the different types of dividends, and how they are taxed.

1 day ago · Real-World Examples: How Different 1099-DIV Situations Are Taxed. To illustrate the principles, here are three scenarios with investors receiving various types of 1099-DIV entries. Each scenario includes a breakdown in a table of which items are taxable and how. Scenario 1: Reinvested Stock Dividends (Qualified vs. Non-Qualified)

Nov 21, 2024 · Dividend income is a distribution of earnings paid to shareholders and can have important tax implications. Learn about Form 1099-DIV and different types of dividends.

Information about Form 1099-DIV, Dividends and Distributions (Info Copy Only), including recent updates, related forms and instructions on how to file. Form 1099-DIV is used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS.

Putnam's consolidated Form 1099-Div lists all taxable dividends, exempt interest dividends, and qualified dividends. It will also list capital gain distributions, nondividend distributions, federal income tax withheld, foreign tax paid and specified private bond activity.

Feb 25, 2023 · The term Form 1099-DIV, Dividends and Distributions refers to an Internal Revenue Service (IRS) form sent by banks and other financial institutions to investors who receive dividends and...

Jan 28, 2025 · IRS Form 1099-DIV (Dividends and Distributions) is a tax form that documents dividends or earnings from investments of more than $10. It is also used to report earnings of $600 or more from the sale of assets. Brokerage firms send this form to investors so they can report the income on their annual tax returns. 2022 IRS Form 1099-DIV. Download: PDF