Investors who receive dividend payments need to report them on the IRS Form 1099‑DIV. The form distinguishes between ordinary dividends and qualified dividends, which are taxed at the lower capital‑gain rates. Our fillable PDF lets you complete the 1099‑DIV directly in your browser—no extra software required.
A qualified dividend is a distribution that meets specific IRS criteria, allowing it to be taxed at the favorable long‑term capital gains rate (0%, 15% or 20% depending on your taxable income). To qualify, the dividend must be paid by a U.S. corporation or a qualified foreign corporation and must satisfy the holding‑period test.
Follow the simple steps below to fill out the 1099‑DIV correctly. Detailed instructions are also available in the IRS instructions for Form 1099‑DIV.
After you finish, download the completed PDF and send it to the appropriate recipient:
Need more help? The IRS website offers detailed filing guidance, but the fillable form eliminates most common errors.
A dividend is qualified if it is paid by a U.S. corporation or a qualified foreign corporation and the shareholder meets the 60‑day holding‑period requirement. Qualified dividends are taxed at long‑term capital gains rates.
You must file Form 1099‑DIV for each recipient who receives $10 or more in ordinary dividends, or $0 if you are reporting qualified dividends only. The form reports both ordinary and qualified amounts.
Copy B must be provided to the recipient by January 31 of the year following the tax year.
Yes. The IRS encourages electronic filing via the FIRE system. Electronic filing deadlines are March 31, while paper filing must be mailed by February 28.
Penalties range from $50 to $280 per form, depending on how late the filing is and whether the failure was due to negligence. Accurate, timely filing avoids these fees.
The PDF itself is for preparation only. After filling it out, you must either print a paper copy that meets IRS formatting rules or export the data to an electronic filing system approved by the IRS.
No. Simply click "Fill out this form" on the page and the Formize PDF Filler app loads in your browser—no additional software required.
Foreign qualified dividends are reported in Box 1b if the foreign corporation meets the IRS qualified foreign corporation criteria. Include the foreign tax paid in Box 6 if applicable.
Yes. File a corrected Form 1099‑DIV (marked as "Corrected") and send the updated copies to both the IRS and the recipient.
The official instructions are available at https://www.irs.gov/instructions/i1099div.
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