Online 1099-DIV Form Generator

Payer's Information.

Recipient’s Information.

Dividends and Distributions

1. Payer's Information

Payer's Name *

Payer's TIN*

Payer's Phone Number

Address (Number and Street) *

Email*

City *

State *

Country*

Zip code *

2. Recipient’s Information

Recipient’s Name *

Recipient’s TIN *

Address (Number and Street) *

City *

State *

Country*

Zip code *

Dividends and Distributions

Account Number

FATCA Filing Requirement

1a. Total ordinary dividends

1b. Qualified Dividends

2b. Unrecap. Sec. 1250 Gain

2c. Section 1202 Gain

2d. Collectibles (28%) Gain

2e. Section 897 Ordinary Dividends

2f. Section 897 Capital Gain

3. Nondividend Distributions

4. Federal income tax withheld

5. Section 199A Dividends

6. Investment Expenses

7. Foreign Tax Paid

8. Foreign Country or U.S. Possession

9. Cash Liquidation Distributions

10. Noncash Liquidation Distributions

12. Exempt-Interest Dividends

13. Specified Private Activity Bond Interest Dividends

14.1 State (Line 1)

15.1 State Identification Number (Line 1)

16.1 State Income Tax Withheld (Line 1)

Do you wish to enter a tax income withheld for a second state? (Line 2)

Yes

What is the 1099-DIV form?

The 1099-DIV form is an IRS tax form to document dividends and the sum disbursed from investments at some stage in the year. This shape is normally issued with the aid of banks and mutual funds to traders who acquired any dividends or capital profits distributions derived from their respective investments.

Who must file a 1099-DIV form?

The 1099-DIV form Online is for monetary institutions, agents, and distinct entities that pay out $10 or more in dividends or distributions to one character or entity during the direction of a tax one year. The shape moreover desires to accept the recipient of the dividend or distribution as it can be used as a way of reporting for them.

What does the 1099-DIV report?

The 1099-DIV would report the following:

Box 1a: Total ordinary dividends
Box 1b: Qualified dividends
Box 2a: Total capital gain distributions.
Box 3: Nondividend distributions.
Box 4: Federal income tax withheld.
Box 5: Section 199A dividends.
Box 6: Investment expenses.
Box 7: Foreign Tax Paid
Box 8: Foreign Country or U.S. Possession
Box 9: Cash Liquidation Distributions
Box 10: Non-cash Liquidation Distributions
Box 12: Exempt-Interest Dividends
Box 13: Specified Private Activity Bond Interest Dividends

What is the due date for the sender to issue the 1099-DIV form?

This form is to be mailed out by using January 31st of the year from the tax year wherein dividends or distributions were paid. On dividends paid in 2023, it must be mailed out by way of January 31, 2024.

What if I get a 1099-DIV showing wrong information?

If you get hold of a 1099-DIV with wrong statistics, you may want to touch the company (your brokerage or economic group) for a corrected form. The company will prepare and send to you a revised 1099-DIV, called a 1099-DIV-C, which you could use to amend your tax go lower back when you have already filed.

How do I report the information from the form 1099-DIV on my tax return?

The information from the 1099-DIV form would be reported on your tax return as follows:

Ordinary dividends: report on Form 1040, line 3b
Qualified dividends: report on Form 1040, line 3a
Capital gain distributions: report on Schedule D and Form 1040, line 7
Non dividend distributions: generally, not taxable but report on Form 1040

What are qualified dividends and how are they different from ordinary dividends?

Qualified dividends are the ones that are paid with the aid of U.S. Businesses or certified foreign groups at the stocks held after a certain duration and meeting unique other criteria. They are charged to tax at a reduced capital gains tax fee, at the same time as ordinary dividends are such dividends which might be taxed on the character's ordinary earnings tax charge. Ordinary dividends could encompass all of the different dividends that don't fall within the class of qualified dividends.

As a non-resident alien, am I required to file the 1099-DIV?

Generally non-resident aliens are not required to file this informational go back; but United States economic institutions may also offer this informational return. Non-resident aliens ought to report their United States' source income at the relevant United States profits tax go back, usually Form 1040-NR.