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E-File IRS Form 1099-DIVDividends and Distributions Online

File 1099-DIV Dividends and Distributions forms electronically with instant IRS confirmation. Fast, secure processing for corporations, mutual funds, and investment companies reporting dividend payments.

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Dividend Income Reporting

Accurately report dividends and distributions paid to recipients electronically

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Fast Filing

Complete 1099-DIV filing in minutes with instant IRS confirmation

Bulk Processing

Process multiple 1099-DIV forms efficiently with bulk upload

About Form 1099-DIV

Form 1099-DIV is used to report dividends and distributions of $10 or more paid to recipients during the tax year. Corporations, mutual funds, REITs, and investment companies use this form to report various types of dividend payments and distributions to the IRS and recipients.

Who Must File Form 1099-DIV?

Corporations paying dividends:Report dividends paid to shareholders during the year
Mutual funds and investment companies:Report distributions from mutual funds and investment trusts
Real Estate Investment Trusts (REITs):Report REIT distributions and capital gains
$10 or more threshold:File 1099-DIV for recipients who received $10 or more in dividends

Types of Dividends and Distributions Reported

Box 1a - Total Ordinary Dividends

Total ordinary dividends paid during the year

Box 1b - Qualified Dividends

Qualified dividends eligible for capital gains tax rates

Box 2a - Total Capital Gain Distributions

Capital gain distributions from mutual funds or REITs

Box 2b - Unrecaptured Section 1250 Gain

Unrecaptured section 1250 gain from REITs

Box 2c - Section 1202 Gain

Section 1202 gain from qualified small business stock

Box 2d - Collectibles (28%) Gain

Collectibles gain subject to 28% tax rate

Box 3 - Nondividend Distributions

Return of capital and other nondividend distributions

Box 4 - Federal Income Tax Withheld

Federal income tax withheld under backup withholding rules

Filing Deadlines

Important Deadlines

  • • Provide to recipients: January 31st
  • • File with IRS (paper): February 28th
  • • File with IRS (electronic): March 31st
  • • State filing deadlines may vary

Required Information

  • Recipient name, address, and Tax Identification Number
  • Payer name, address, and Employer Identification Number
  • Total ordinary and qualified dividends paid during the tax year
  • Capital gain distributions and other distribution types
  • Federal income tax withheld and foreign tax paid (if applicable)

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1099-DIV Filing Process

Simple 4-step process to file your 1099-DIV forms

1

Recipient Information

Enter or import recipient details and tax identification numbers

2

Dividend Details

Input dividend amounts, types, and any taxes withheld

3

Review & Verify

Review all 1099-DIV information for accuracy and completeness

4

E-File & Distribute

Submit to IRS and provide copies to recipients

Why E-File Your 1099-DIV Forms?

Advantages of electronic filing over paper forms

Faster Processing

Electronic forms are processed immediately by IRS

Secure & Accurate

Built-in error checking and secure transmission

Instant Confirmation

Receive immediate filing confirmation from IRS

Bulk Processing

Process hundreds of forms efficiently

Frequently Asked Questions

Common questions about Form 1099-DIV filing

What is Form 1099-DIV?

Form 1099-DIV is used to report dividends and distributions of $10 or more paid to recipients during the tax year. This includes ordinary dividends, qualified dividends, capital gain distributions, and other distributions from corporations, mutual funds, and REITs.

When are 1099-DIV forms due?

1099-DIV forms must be provided to recipients by January 31st and filed with the IRS by February 28th (March 31st if filing electronically). The recipient deadline was moved up from February 28th to January 31st.

Who needs to file 1099-DIV forms?

Corporations, mutual funds, REITs, and any entity that pays $10 or more in dividends or distributions during the tax year must file 1099-DIV forms for each recipient.

What's the difference between ordinary and qualified dividends?

Ordinary dividends are taxed as regular income, while qualified dividends are eligible for lower capital gains tax rates. Qualified dividends must meet specific holding period and other requirements set by the IRS.

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