Form 1099-DIV is used to report dividends and certain other distributions you received from stocks, mutual funds, or other investments during the tax year. Financial institutions generally send this form to you and the IRS when you receive reportable dividends or distributions.
Tax Year 2026 is open
File Form 1099-DIV Online for 2026
Report dividends and capital gain distributions with confidence. Simplify shareholder reporting with bulk data uploads, TIN Matching, IRS e-filing, and secure recipient-copy delivery—all in one place with TaxZerone.
✓IRS-authorized
✓SOC 2 Type II
✓Federal + state
✓Secure Recipient Copies
CORRECTED (if checked)
PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER'S TIN
RECIPIENT'S TIN
RECIPIENT'S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
11FATCA filing requirement
Account number (see instructions)
1aTotal ordinary dividends
$
1bQualified dividends
$
2aTotal capital gain distr.
$
2cSection 1202 gain
$
2eSection 897 ordinary dividends
$
3Nondividend distributions
$
5Section 199A dividends
$
7Foreign tax paid
$
9Cash liquidation distributions
$
12Exempt-interest dividends
$
14State
15State identification no.
2bUnrecap. Sec. 1250 gain
$
2dCollectibles (28%) gain
$
2fSection 897 capital gain
$
4Federal income tax withheld
$
6Investment expenses
$
8Foreign country or U.S. possession
10Noncash liquidation distributions
$
13Specified private activity bond interest dividends
$
16State tax withheld
$
$
OMB No. 1545-0110
Form 1099-DIV
(Rev. January 2024)
For calendar year
Dividends and
Distributions
Distributions
Copy B
For Recipient
This is important tax information and is being furnished to the IRS. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported.
Form 1099-DIV (Rev. 1-2024)
(keep for your records)
www.irs.gov/Form1099DIV
Department of the Treasury - Internal Revenue Service
Start at just $2.49 per form, with bulk filing prices as low as $0.59 per form.
✦Bulk upload✦TIN matching✦Data validation✦Federal e-filing✦State filing✦Schedule filing✦ZeroneVault delivery✦Print and mail✦Bulk upload✦TIN matching✦Data validation✦Federal e-filing✦State filing✦Schedule filing✦ZeroneVault delivery✦Print and mail
1099-DIV basics
What is Form 1099-DIV?
Form 1099-DIV, Dividends and Distributions, is an IRS information return used to report dividends and other distributions paid to a recipient during the calendar year.
Corporations, mutual funds, and other investment payers generally use this form when payments meet the applicable reporting threshold. Filing helps the IRS track investment income and helps recipients report it accurately.
Zee helps file 1099-DIV
1099-DIV
2026
Box 1a Total Ordinary
$1,250.00
Box 1b Qualified
$980.00
Box 2a Capital Gain
$450.00
Box 4 Fed Withheld
$240.00
✓ Ready for filing
Filing basics
Who files Form 1099-DIV and who receives it?
Understand when your organization must report dividend payments, and who generally receives the form.
Who Must File Form 1099-DIV?
Payers generally file when they pay or credit reportable dividends and distributions and meet the applicable requirements.
- Corporations paying dividends to shareholders
- Mutual funds and regulated investment companies
- Real estate investment trusts (REITs)
- Brokerages and other financial institutions
- Payers withholding federal income tax on dividends
- Payers that paid foreign tax on dividends
Who receives Form 1099-DIV?
Recipients generally receive the form when they are paid dividends or distributions that meet the applicable reporting rules.
- Individual and institutional shareholders
- Mutual fund and ETF investors
- Recipients of capital gain distributions
- Recipients of nondividend (return of capital) distributions
- Recipients of exempt-interest dividends
Important dates
2026 Form 1099-DIV filing deadlines
Keep your interest reporting on schedule with these important Tax Year 2026 dates.
FEBRUARY 2027
MONDAY
1
Filing Deadline
Recipient Copies
February 1, 2027
Furnish Form 1099-DIV copies to recipients by the applicable deadline.
Electronic filing
March 31, 2027
Applicable deadline for e-filing Form 1099-DIV with the IRS.
Stay ahead of the 2026 filing season by preparing recipient information and reviewing payments before the deadline.
Explore 1099-DIV deadlinesNeed an Extension to File with the IRS?
Request an extension to file Form 1099-DIV with the IRS electronically using Form 8809.
Need an Extension to Furnish Recipient Copies?
Request an extension to furnish Form 1099-DIV recipient copies using Form 15397.
Filing requirements
What information do you need?
Gather these details before preparing your Form 1099-DIV returns.
Payer Information
- Business or payer name
- Employer Identification Number (EIN)
- Business address
- Contact information
Recipient Information
- Recipient’s legal name
- Recipient’s TIN, such as an EIN or SSN
- Recipient’s address
- Account number, when applicable
Payment Information
- Dividend and distribution amounts for each box
- Federal income tax withheld, if applicable
- Foreign tax paid, if applicable
- State information and state tax withheld
How it works
How to e-file Form 1099-DIV
File your forms through a simple prepare-to-deliver workflow.
STEP 01
Enter or Upload
Enter payer and recipient details manually or upload your 1099-DIV data in bulk using supported Excel or CSV files.
STEP 02
Review & Validate
Review payment amounts, recipient details, and taxpayer identification information. Correct missing or inaccurate information before submission.
STEP 03
E-file & Deliver
Electronically file your forms with the IRS, manage applicable state filing, and securely deliver recipient copies electronically through ZeroneVault or by mail.
1099-DIV filing features
Everything you need for 1099-DIV filing
Tools that make reporting dividend income easier, more accurate, and more convenient.
Bulk upload
Upload multiple contractor records using supported Excel or CSV files instead of entering each form manually.
Data Validation
Check payer details, recipient information, and payment amounts for missing or potentially incorrect data before filing.
TIN Matching
Verify taxpayer identification information to help reduce mismatches between recipient names and TINs.
1099-DIV Corrections
Prepare and submit corrected forms when previously filed information needs to be updated.
Federal filing
Electronically submit Form 1099-DIV to the IRS and manage your filing status.
State filing
Prepare and manage applicable state 1099 filing requirements alongside your federal filing.
Schedule filing
Prepare forms in advance and schedule submissions for a later date, where available.
Employee Copies
Deliver recipient copies electronically through ZeroneVault or choose postal mailing for physical copies.
State filing
Handle 1099-DIV state filing alongside
federal filing
Manage applicable federal and state Form 1099-DIV reporting requirements through one workflow.
Federal Filing
IRS
+
State Filing
Applicable State Agency
One workflow for your filing requirements
TaxZerone helps you prepare and manage applicable federal and state filing
information without switching between multiple workflows.
✓
Prepare state information
✓
Review state reporting data
✓
Manage applicable state filing
✓
Track filing status
Schedule filing
Prepare Today. Schedule Your Filing.
Prepare your Form 1099-DIV returns before the deadline and schedule filing for a later date.
✓
Prepare contractor forms ahead of deadlines
✓
Reduce last-minute work
✓
Keep filing activities organized
✓
Manage multiple filing dates
Schedule Filing
MAR 2027
M
T
W
T
F
S
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Prepared
Scheduled
Recipient copies
Share 1099-DIV copies with recipients
Complete your Form 1099-DIV filing process by delivering dividend and distribution statements to recipients securely and conveniently.
Secure Delivery via ZeroneVault
✓
Convenient Online Access: Allow recipients to securely access their Form 1099-DIV copies online without the hassle of printing or mailing.
✓
Data Security: Help protect sensitive recipient information during electronic delivery with ZeroneVault.
✓
Download and Print Anytime: Give recipients the flexibility to download or print their Form 1099-DIV forms whenever needed.
Traditional Postal Mailing
✓
Physical Copy Delivery: Send printed copies of Form 1099-DIV directly to recipients who prefer paper statements.
✓
Timely Delivery: Have recipient copies mailed promptly to help meet applicable furnishing deadlines.
✓
Convenience: Save time and effort while TaxZerone handles the mailing process for you.
Form 1099-DIV Pricing
Calculate Your Form 1099-DIV Filing Cost
Enter your number of Form 1099-DIV forms and see your estimated filing cost instantly. Add optional services if needed.
Form 1099-DIV E-filing
Price per form
| Number of Forms | Price per form |
|---|---|
| 1 to 25 | $2.49 |
| 26 to 50 | $1.99 |
| 51 to 100 | $1.59 |
| 101 to 250 | $1.29 |
| 251 to 500 | $1.09 |
| 501 to 1000 | $0.79 |
| 1001 and above | $0.59 |
How many forms are you filing?
Add optional Services
pay only what you need
State Filing
File Form 1099-DIV forms with applicable states
$0.99/form
$0.99
Print & Mail
Mail physical Form 1099-DIV copies to employees.
$1.75/form
$1.75
ZeroneVault
Securely deliver employee Form 1099-DIV copies electronically.
$0.50/form
$0.50
Forms
1 × $2.49
Selected add-ons
None
Add-on cost
$0.00
Total Price
Based on your selected services
$2.49
Customer stories
Trusted by Customers for Simple Tax Filing
Hear from customers who value TaxZerone for its simple filing process, quick verification, and responsive support.
Reviews 5.0
Reviews 5.0
“Very user friendly and very good priced.”
Nicole Doss
“Easy to use and customer support was very responsive.”
Renee Rianda
“I am thankful to find out about your website. Great experience. Will recommend to others.”
Karyl Gaehring
Get started
Ready to file your 2026 Form 1099-DIV?
Prepare, validate, e-file, schedule, track, and deliver your contractor forms with TaxZerone.
E-file Form 1099-DIV nowFAQs
Frequently Asked Questions
Find answers to common questions about filing requirements, deadlines, and instructions for IRS Form 1099-DIV.
Form 1099-B and Form 1099-DIV are both investment tax documents, but Form 1099-B reports capital gains or losses from selling assets, while Form 1099-DIV reports dividend income and distributions.
| Feature | Form 1099-B | Form 1099-DIV |
|---|---|---|
| Purpose | Shows money made from selling stocks, bonds, mutual funds, or crypto. | Shows cash or payouts paid to you by a company or fund while you owned it. |
| Key Data | Sale date, cost basis (purchase price), and total proceeds. | Ordinary & qualified dividends, capital gains, and tax withheld |
| Tax Impact | Used to figure out your capital gains or capital losses. | Used to report dividends and investment distributions on your tax return. |
For the 2026 tax year, Form 1099-DIV is due to recipients by February 1, 2027, on paper to the IRS by March 1, 2027, and electronically to the IRS by March 31, 2027.
You can file your forms electronically with TaxZerone and visit the Resource Center for form instructions, filing due dates, and helpful guidance to prepare and submit your information returns accurately.
You can prepare and e-file Form 1099-DIV online with TaxZerone. TaxZerone supports Form 1099-DIV for reporting dividends and other distributions and provides a form-based filing process to enter, review, validate, and submit your information returns electronically.
Tip: TaxZerone also supports bulk uploads for 1099 data, making it useful when you need to prepare multiple forms.