Form 1099-DIV, Dividends and Distributions Instructions

Enter the account number associated with the dividends, as per the instructions provided.

Enter the account number associated with the dividends and distributions, if applicable. Refer to the instructions for more details. This can be up to 38 characters long.

Enter the account number associated with the dividends or distributions, as per the instructions.

Enter any additional information required for the form. This field is typically used for miscellaneous notes or details.

Enter any additional information or comments related to the dividends or distributions.

Enter any additional information or comments related to the dividends or distributions.

Enter the total amount of capital gain distributions received during the tax year. This includes any distributions from mutual funds or other regulated investment companies.

Enter the amount of undistributed capital gains that are not included in Box 2a. This is typically for amounts that are retained by the fund.

Enter the amount of unrecaptured Section 1250 gain. This is a specific type of capital gain related to real estate.

Enter the amount of Section 1202 gain. This refers to gains from qualified small business stock.

Enter the amount of collectibles gain. This includes gains from the sale of collectibles such as art, antiques, and coins.

Enter the total capital gain distributions paid to the recipient.

Enter the total capital gain distributions. This is the amount reported in Box 2a of the 1099-DIV form.

Enter the unrecaptured section 1250 gain. This is the amount reported in Box 2c of the 1099-DIV form.

Enter the section 1202 gain. This is the amount reported in Box 2d of the 1099-DIV form.

Enter the collectibles (28%) gain. This is the amount reported in Box 2e of the 1099-DIV form.

Enter the total capital gain distributions paid to the recipient.

Enter the amount of nondividend distributions. These are distributions that are not paid out of earnings and profits.

Enter the cash liquidation distributions received during the tax year. These are distributions received when a corporation is partially or completely liquidated.

Enter the noncash liquidation distributions received during the tax year. These are distributions received in a form other than cash when a corporation is partially or completely liquidated.

Enter the total nondividend distributions. This is the amount reported in Box 3 of the 1099-DIV form.

Enter the cash liquidation distributions. This is the amount reported in Box 8 of the 1099-DIV form.

Enter the noncash liquidation distributions. This is the amount reported in Box 9 of the 1099-DIV form.

Enter the relevant information as required by the form instructions.

Enter the relevant information as required by the form instructions.

Enter the amount of ordinary dividends paid to the recipient.

Enter the amount of qualified dividends paid to the recipient.

Enter the amount of nondividend distributions paid to the recipient.

Enter the amount of ordinary dividends paid to the recipient.

Enter the amount of qualified dividends paid to the recipient.

Enter the amount of nondividend distributions paid to the recipient.

Enter the amount of total ordinary dividends received during the tax year. This includes dividends from stocks and mutual funds.

Enter the amount of qualified dividends. These are dividends that qualify for a lower tax rate.

Enter the amount of Section 199A dividends. These are dividends that may qualify for a deduction under Section 199A.

Enter the total ordinary dividends received. This is the amount reported in Box 1a of the 1099-DIV form.

Enter the total qualified dividends received. This is the amount reported in Box 1b of the 1099-DIV form.

Enter the exempt-interest dividends. This is the amount reported in Box 10 of the 1099-DIV form.

Enter the relevant information for Box 12. This field is typically used for reporting specific types of dividends or distributions.

Provide the necessary details for this field, which is part of the dividend and distribution reporting section.

Enter the relevant information for this field, which is part of the dividend and distribution reporting section.

Enter the relevant information for this field, which is part of the dividend and distribution reporting section.

Enter the amount for Box 5 as specified in the form instructions. This field is part of the Copy 1 section for state tax departments.

Enter the amount for Box 7 as specified in the form instructions. This field is part of the Copy 1 section for state tax departments.

Enter the cash amount for Box 9 as specified in the form instructions.

Enter the amount for Box 12 as specified in the form instructions. This field is part of the Copy 1 section for state tax departments.

Enter the amount for Box 15 as specified in the form instructions. This field is part of the Copy 1 section for state tax departments.

Enter the amount for Box 3 as specified in the form instructions.

Enter the amount for Box 5 as specified in the form instructions.

Enter the amount for Box 7 as specified in the form instructions.

Enter the cash amount for Box 9 as specified in the form instructions.

Enter the amount for Box 12 as specified in the form instructions.

Enter the amount of investment expenses. These are expenses related to the production of investment income.

Enter the investment expenses. This is the amount reported in Box 5 of the 1099-DIV form.

Enter the amount of foreign source income related to the dividends.

Enter the name of the foreign country or U.S. possession related to the dividends or distributions.

Enter the name of the foreign country or U.S. possession related to the dividends or distributions.

Enter the amount of foreign tax paid. This is the amount of tax paid to a foreign country or U.S. possession.

Enter the name of the foreign country or U.S. possession where the foreign tax was paid.

Enter the amount of foreign tax paid on the dividends.

Enter the foreign tax paid. This is the amount reported in Box 6 of the 1099-DIV form.

Enter the foreign country or U.S. possession to which the foreign tax was paid. This is the information reported in Box 7 of the 1099-DIV form.

Enter the foreign country or U.S. possession related to the foreign tax paid. This is the information reported in Box 8 of the 1099-DIV form.

Enter the amount of foreign tax paid on the dividends reported on this form.

Enter the amount of foreign tax paid on the dividends or distributions.

Check this box if the information provided is a correction to a previously submitted form.

Check this box if the information on this form is a correction to a previously filed form.

Check this box if the information on this form is a correction to a previously filed form.

Check this box if the information on this form is a correction to a previously filed form.

Check this box if the form is being corrected. This indicates that the information on the form has been updated or corrected.

Enter the calendar year for which the dividends and distributions are being reported. This should be a four-digit year.

Check this box if the form is being corrected. Leave it unchecked if it is the original form.

Enter the calendar year for which this form is being filed.

Enter the calendar year for which the dividends and distributions are being reported.

Check this box if applicable. Refer to the form instructions for specific conditions.

Check this box if applicable. Refer to the form instructions for specific conditions.

Check this box if applicable. Refer to the form instructions for specific conditions.

Enter the calendar year for which the dividends and distributions are being reported. This should be a four-digit year.

Check this box if applicable. This checkbox is part of the header information for Copy 1.

Check this box if applicable. This checkbox is part of the header information for Copy 1.

Enter the relevant information as required by the form. This field is part of the Copy 1 section for state tax departments.

Enter the relevant information as required by the form. This field is part of the Copy 1 section for state tax departments.

Enter the relevant information as required by the form. This field is part of the Copy 1 section for state tax departments.

Enter the relevant information as required by the form. This field is part of the Copy 1 section for state tax departments.

Enter the relevant information for this field as specified in the form instructions.

Enter the relevant information for this field as specified in the form instructions.

Enter the relevant information for this field as specified in the form instructions.

Enter the relevant information for this field as specified in the form instructions.

Check this box if applicable as per the form instructions.

Enter the relevant information for this field as specified in the form instructions.

Enter the amount of investment expenses related to the dividends.

Enter the amount of investment expenses related to the dividends or distributions.

Enter the amount of cash liquidation distributions paid to the recipient.

Enter the payer's full name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number.

Enter the payer's Taxpayer Identification Number (TIN).

Enter the payer's TIN again for verification purposes.

Enter the payer's name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number.

Enter the Taxpayer Identification Number (TIN) of the payer. This is a unique identifier for the entity paying the dividends.

Enter the payer's full name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number.

Enter the payer's Taxpayer Identification Number (TIN). This should be a number up to 11 digits long.

Enter the full name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number of the payer.

Enter the Taxpayer Identification Number (TIN) of the payer. This should be a 9-digit number.

Enter the recipient's full name.

Enter the recipient's street address, including apartment number if applicable.

Enter the recipient's city or town, state or province, country, and ZIP or foreign postal code.

Enter the account number associated with the dividends and distributions, as per the instructions.

Enter the Taxpayer Identification Number (TIN) of the recipient. This is a unique identifier for the individual or entity receiving the dividends.

Enter the full name of the recipient who is receiving the dividends.

Enter the street address of the recipient, including apartment number if applicable.

Enter the city or town, state or province, country, and ZIP or foreign postal code of the recipient's address.

Enter the recipient's Taxpayer Identification Number (TIN). This should be a number up to 11 digits long.

Enter the full name of the recipient.

Enter the recipient's street address, including apartment number if applicable.

Enter the recipient's city or town, state or province, country, and ZIP or foreign postal code.

Enter the two-letter postal abbreviation for the state where the recipient resides.

Enter the recipient's state identification number, if applicable.

Enter the Taxpayer Identification Number (TIN) of the recipient. This should be a 9-digit number.

Enter the full name of the recipient.

Enter the street address of the recipient, including apartment number if applicable.

Enter the city or town, state or province, country, and ZIP or foreign postal code of the recipient.

Enter the two-letter state abbreviation for the state related to the dividend or distribution. This is for Box 14.

Enter the two-letter state abbreviation for the state related to the dividend or distribution. This is for Box 14.

Enter the two-letter state abbreviation for the state related to the dividends or distributions.

Enter the two-letter state abbreviation for the state related to the dividends or distributions.

Enter the two-letter state abbreviation for Box 14.

Enter the two-letter state abbreviation for Box 14.

Provide the necessary details for Box 15, which may relate to state tax information or other specific reporting requirements.

Provide the necessary details for Box 15, which may relate to state tax information or other specific reporting requirements.

Enter the state tax withheld amount for the recipient. This is typically found in Box 15 of the form.

Enter the state identification number for the payer. This is typically found in Box 16 of the form.

Enter the name of the state for which the tax is withheld. This is typically found in Box 17 of the form.

Enter the state identification number for the payer. This is used for state tax reporting purposes.

Enter the amount of state tax withheld from the dividends. This is the tax amount withheld by the state from the dividends paid to you.

Enter the name of the state where the tax was withheld. This is required for state tax reporting.

Enter any additional state-specific information required for tax reporting. This may include special codes or notes relevant to the state tax department.

Enter the amount of state tax withheld from the dividends reported on this form.

Enter the name of the state where state tax was withheld.

Enter the amount of federal income tax withheld from the dividends.

Enter the federal income tax withheld. This is the amount reported in Box 4 of the 1099-DIV form.

Enter the amount of federal income tax withheld from the dividends reported on this form.

Enter the amount of federal income tax withheld from the dividends or distributions.