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Form 1099-DIV

Form 1099-DIV

Form 1099-DIV is a tax forms used to report dividends and distributions that a taxpayer has received from investments such as stocks, mutual funds and other financial accounts. It includes information on dividend income, capital gains and other distributions that may be taxable. This form is typically provided by financial institutions, brokers or mutual fund companies to the recipient and the IRS.

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Frequently asked questions

Form 1099-DIV is used to report dividend income and distributions from investments, such as stocks, bonds or mutual funds. It includes information on taxable dividends, interest and capital gains distributions.
The financial institution or entity paying dividends, such as a broker or bank, fills out this form. They send it to the recipient if they received at least $10 in dividends or other reportable distributions during the year.
The payer does not submit the form directly, but includes the dividend information on the tax return (Form 1040). The issuer submits the form to the IRS.

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