Your Form 1099-DIV CSV Template is on the way to your inbox…with filing instructions! × The Deadline to E-file Form (formType) is March 31, 2025.E-File Now E-File 1099 DIV Online A simple solution to file Form 1099-DIV with TaxBandits to report dividends and distributions paid to recipients by banks and other financial institutions. E-file 1099-DIV Now How to File Form 1099-DIV A Complete Solution to File 1099-DIV Online Multiple Data Import Options Supports Federal, State Filing, and Corrections Deliver Recipient Copies by Mail or Online AI-powered Assistance & World-Class Support Powerful PRO Features for Tax Professionals Comprehensive Client Management Streamlined Team Management Insightful Reports See how TaxBandits beats the competition—A comparison with other providers. Learn more Efficient 1099-DIV Filing Starts Here! Check out the many robust features that make TaxBandits your perfect solution for filing 1099-DIV online Data Import & Validations Recipient Copy Distribution Federal & State Compliance More Innovative Features: Manual Information Input Complete the form manually by entering the form data in the respective fields with our step-by-step guidance. Standard CSV Template Download our standard CSV template, fill in the 1099-DIV details, and upload it back to TaxBandits. Sage Integrations Experience the trusted partnership TaxBandits offers Sage Intacct for a streamlined 1099-INT filing process. Internal Audit Check TaxBandits will automatically audit your completed 1099-DIV forms for common errors and prompt you to correct any issues identified. IRIS Business Validation Our system ensures your 1099-DIV returns comply with the new IRIS standards by detecting and correcting errors before transmission. Free USPS Validation Validate your recipient addresses with the USPS database, ensuring the accurate delivery of your 1099-DIV recipient copies. Postal Mailing Send 1099-DIV recipient form copies via postal mail, track their status from dispatch to delivery, and ensure they reach them before the deadline. Online Access Grant your recipients lifetime access to the online portal where they can view and download their W-2 forms. Postal Mailing + Online Access 10% OFF Select the postal and online access combo to send copies and get a 10% discount, ensuring timely delivery of forms. Self-Service Print & Mail You can download, print, and mail a 1099-DIV copy yourself if you don’t opt into TaxBandits distribution services. SmartMail A physical 1099-DIV form is automatically mailed if the recipient fails to access the secure portal after a week. Custom Distribution Customize which recipients receive postal mail or online access based on your specific needs, providing flexibility and ensuring a smooth process. Federal & State Filing Easily meet federal and state filing requirements with TaxBandits, ensuring smooth submission to both the IRS and state agencies. Free Reconciliation Forms TaxBandits includes the required reconciliation forms for certain states for FREE when filing with the state agencies. Step-by-Step Guidance TaxBandits provides clear, easy-to-follow instructions for 1099-DIV filing, ensuring a hassle-free and accurate submission process. Free 1099-DIV Corrections E-file 1099-DIV corrections with the IRS at no additional cost. For state corrections, simply download the PDF and submit it directly to the state agency. Automatic 1096 Generation When filing your 1099 with TaxBandits, your Form 1096 is generated automatically for easy record-keeping and download. Free Retransmission If the IRS or states reject your return, you can retransmit it for free, ensuring a seamless filing process with no additional charges. BanditCash Easily manage your payments by loading your account wallet. Enjoy a streamlined checkout process without interruptions. BanditAI Our BanditAI offers real-time guidance and solutions to your filing questions, making the process seamless. Schedule Filing Plan your 1099-DIV filings ahead of time to stay accurate and on schedule. Easily update form details, adjust the filing date, cancel the scheduled date, and e-file right away with confidence. Records Stored Form copies are securely stored for 7 years; access them anytime through your account to download or print. Address Book Import payers and recipients into your Address Book, manually or in bulk, and access them for future 1099-DIV filings. Smart Review Smart Review allows you to verify, validate, and edit your tax filings, ensuring accuracy, compliance, and efficiency by identifying potential issues. E-file 1099-DIV Now How to E-file 1099-DIV Exclusive Pro Features Designed for Tax Professionals Enhance your tax filing process and optimize workflows with powerful, tailored tools designed for tax professionals. BanditCollab (Team Management) Leverage BanditCollab, our powerful team management tool, to streamline your workflow and boost efficiency when managing a high volume of 1099 filings. BanditConnect (Client Management) Take your client management to the next level with BanditConnect. Offer a secure, customized portal for each client to keep track of their filings. Custom Reports Access detailed reports to gain insights into team performance and client filings. Leverage in-depth analytics to make informed decisions and enhance productivity. Tax Pros can simplify their 1099-DIV filing with our exclusive Pro features! Download Our Brochure Learn More Contact our team at (704) 684-4758 to explore custom pricing options for high-volume filing! X Unlock Exclusive Tax Pro Pricing & Features with Our Comprehensive Brochure! Enter your work email to get the Broucher Enter Work Email Download Now What’s Inside: Competitive Pricing: Affordable plans designed for CPAs of all sizes and levels. Powerful Features: Streamline tasks like tax prep and client management with our robust tools. Customization: Tailor our solutions to your business needs for enhanced efficiency and productivity. Exclusive Offers: Access limited-time promotions and discounts for CPA firms only. Client-Centric Solutions: Improve client value and satisfaction with our tailored services. Features That Streamline Your 1099-DIV E-Filing Experience User-Friendly Interface Our intuitive software offers seamless navigation and a stress-free filing process with step-by-step guidance. Address Book Just add payers and recipients once, store them securely, and access the data for all your future filings. Bulk Upload Option Upload data using our standard CSV template and eliminate the need for manual entry. Save As Drafts Save your 1099-DIV filing progress as a draft and continue later from where you left off. Internal Audit Check Error checks are built-in to audit your 1099-DIV forms for any common errors before transmission. IRIS Business Validation Our software adheres to the IRIS standards and validates your 1099-DIV based on the new business rules. Download Form Copies TaxBandits allows you to download and print copies of the transmitted forms on your own. Dedicated Support We’ve got a team of experts who always have your back when you have any queries during the filing. Get Started Now Privileged PRO Features for Tax Pros Supercharge your tax filing process and skyrocket your productivity with specialized features crafted for tax professionals BanditCollab (Team Management) To make your filing efficient, you can add as many team members as needed. Then, based on their filing responsibilities, you can assign each team member a specific role, such as preparer, approver, or transmitter. BanditConnect (Client Management) Make the most of BanditConnect for secure file sharing and client communication. Adapt the portal to feature your own branding. Custom Reports Gain valuable insights with detailed reports that give views of team member activities and client filings. Elevate your decision-making with in-depth analytics. Get Started Now Learn More What Information is Required to File Form 1099-DIV Electronically? 01 Payer Info Name, TIN, and Address 02 Recipient Info Name, TIN, and Address 03 Dividend and Distribution Details: Total Ordinary Dividends Qualified Dividends Total Capital Gain Distributions Unrecaptured Section 1250 Gain Nondividend Distributions Section 199A Dividends Investment Expenses Foreign Tax Paid Exempt Interest Dividends Cash liquidation distributions Specified private activity bond interest dividends 04 Federal Income Tax Withheld (if any) 05 State Filing Information State name payer’s state identification number state tax withheld Learn More Follow our instructions to learn how to fill out Form 1099-DIV. Start e-filing with TaxBandits today. Get Started Now How to E-file Form 1099-DIV Online with TaxBandits TaxBandits offers you flexible options to complete 1099-DIV filing. Simply choose your preferred data import method and file with ease. Manual Entry Bulk Import Step 1: Enter Form Data Fill out your 1099-DIV form by entering the required information in the respective fields. Step 2: Complete State Information Provide state-specific information on Form 1099-DIV. Complete the Reconciliation Form if required. Learn more Step 3: Choose Distribution Options Choose how to deliver recipient copies: Postal Mail, Online Access, or both (Postal + Online Access). Step 4: Review and Transmit Review the form summary and transmit it to the IRS and state agencies.We'll send you email updates regarding the status of your forms. You can also track the status directly from your Dashboard. Step 1: Choose Import Method Use our standard CSV template, upload your own file, or copy and paste the data. Step 2: Review Import Summary Our system will generate your 1099-DIV based on the imported data. You can review the data and make changes as needed. Step 3: Opt for State Filing and Distribution Complete state-specific information on Form 1099-DIV and the Reconciliation form if needed. Then, choose form distribution options — Postal Mail, Online Access, or both (Postal + Online). Step 4: Review and Transmit Review the form summary and transmit it to the IRS and state agencies. We'll send you email updates regarding the status of your forms. You can also track the status directly from your Dashboard. Ready to file your 1099-DIV? Create your free TaxBandits account and get started today! Get Started Now How to E-file 1099-DIV Our Customer Reviews 4.8 rating of 12,784 reviews G Gwen Dolceamore Very easy and a reasonable cost for very small business to get these necessary forms M Michelle Vari It was my first time having to file a 1099 DIV form and Taxbandits made a quick and easy process! B Brandon Very easy and intuitive to use, took only minutes to file my 1099 DIV forms I Inez Bronner Super easy to use, accurate, verifies completion of all necessary fields, will be used View More Reviews Frequently Asked Questions to File 1099 DIV Online What is the IRS Form 1099-DIV? Form 1099-DIV: Dividends and Distributions is an IRS form sent by banks and other financial institutions to investors who receive dividends and distributions from any type of investment during a calendar year. Investors can receive multiple 1099-DIVs. Each 1099-DIV form should be reported on an investor’s tax filing. Who must file Form 1099-DIV? If you are a payer, you are required to File Form 1099-DIV for each recipient under the following conditions: If you paid dividends including capital gain dividends, exempt-interest dividend and other distributions on stock of $10 or more If you withheld and paid any foreign tax on dividends and other distributions on stock If you withheld any federal income tax on dividends under the backup withholding rules If you paid $600 or more as part of a liquidation Who is required to file Form 1096? Form 1096 is used to summarize 1099-DIV Forms being filed with the IRS. The Transmittal Form 1096 is required only when you file 1099-DIV Forms by paper. Form 1096 is not required when you file Form 1099-DIV electronically. Is It Required To File Form 1099-DIV With The State? Some states require the filing of 1099-DIV Form to report the State tax withheld from the 1099-DIV payment, including any additional information required by a respective state. Check the State Filing Requirements and get started with TaxBandits for filing your Form 1099 with the Federal and the State. When is the Deadline to file Form 1099-DIV? Electronic Filing Deadline: For the 2024 tax year, the deadline to electronically file Form 1099-DIV is March 31, 2025. Recipient Copy Distribution Deadline: The deadline to distribute recipient copies of Form 1099-DIV is January 31, 2025. Paper Filing Deadline: If filing Form 1099-DIV on paper, the due date is February 28, 2025. Visit https://www.taxbandits.com/1099-forms/form-1099-div-due-date/ to know more about 1099-DIV Due dates What are the requirements for filing Form 1099-DIV? For each 1099-DIV Form you submit with the IRS, you will need to include the following information: Payer Information such as Name, Address, EIN/SSN Recipient Information such as Name, Address, EIN/SSN Dividends and Distributions paid to the recipient Federal income tax withheld State and local information such as State number, taxes withheld If you have the information available for filing 1099-DIV, get started with TaxBandits and file Form 1099-DIV securely & accurately with the IRS. Get Started Now How to fill out a 1099-DIV Form? Form 1099-DIV is comprised of 15 boxes. The form also contains boxes Boxes For Reporting Payer Information 1. Enter your information such as Name, Address, City or Town, State, Postal Code and Phone Number 2. Enter your TIN (EIN/SSN) Boxes For Reporting Recipient Information 1. Enter your recipient TIN (EIN/SSN) 2. Enter your recipient Name, Address, City or Town, State, Postal Code and Phone Number Checkbox for FATCA filing requirement Check this box, if you meet the following requirements: If you are a payer in the United States filing Form 1099 (including reporting distributions in boxes 1 through 3 and 9 through 12 of 1099-DIV) to satisfy the reporting requirement with respect to a U.S. account for chapter 4 purpose under section 1.1471-4(d)(2)(iii)(A). If you are a FFI (Foreign Financial Institution) reporting payments to a U.S. account pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(A). Box for Account Number Enter the account number if you have multiple accounts for a recipient for whom you are filing more than a single Form 1099-DIV. Then start entering the dividends & distribution payments that you made to the recipient and indicate if withholding any taxes from the recipient. Box 1a: Total Ordinary Dividends Enter the total amount of dividends such as money market funds, net short-term capital gains from mutual funds and other distributions on stock you paid to the recipient. Box 1b: Qualified Dividends Enter the portion of total dividends in box 1a that qualify for the reduced capital gains rates. Box 2a: Total Capital Gain Distributions Enter the total long-term capital gain distributions paid to your recipient. Box 2b: Unrecaptured Section 1250 Gain Enter the portion of box 2a that is the Unrecaptured Gain from any depreciable real property under Section 1250. Box 2c: Section 1202 Gain Enter the portion of box 2a that is gained from any small business stock under Section 1202. Box 2d: Collectibles (28%) Gain Enter the portion of box 2a that is a 28% rate gain from sales or exchanges of collectibles. Box 3: Nondividend Distributions Enter nondividend distributions which you paid to the recipient. A nondividend distribution is considered a distribution that is not paid out of the earnings and profits of a corporation or a mutual fund. Generally, the distribution is a return of capital or the investment that was made by the holder of the corporation or mutual fund. Box 4: Federal Income Tax Withheld Enter an amount if you withhold any taxes from the recipient for not providing the correct TIN. Generally, use Form W-9 to request the TIN of the recipient. For foreign recipients, use the applicable Form W-8. Box 5: Section 199A Dividends Enter the dividends paid to a recipient that is eligible for the 20% qualified business income deduction under Section 199A. Box 6: Investment Expenses Enter your recipient's share of any investment expenses. These expenses are generally from a non-publicly offered mutual fund. Box 7: Foreign Tax Paid Enter the foreign tax you paid on dividends and other distributions on stock. Box 8: Foreign Country or U.S. Possession Enter the foreign country or U.S. possession in which the tax is reported on Box 7. Box 9: Cash Liquidation Distributions Enter the cash liquidation distribution (return of the cost or basis of the investment), also considered the cash you paid upon liquidation of all or part of an underlying entity. Box 10: Non-Cash Liquidation Distributions Enter the Non-cash Liquidation Distribution, commonly referred to as any amounts other than cash that you paid upon liquidation of all or part of the underlying entity. Boxes 11: FATCA filing requirement Check the box if any FATCA filing is reported. Boxes 12: Exempt-Interest Dividends Enter the amount if Mutual Funds paid tax-exempt dividends to the recipient. Boxes 13: Specified Private Activity Bond Interest Dividends Enter the amount if RIC paid the exempt-interest dividends from specified private activity bonds. Box 14-16: State Withholding Information Box 15 - Enter State ID number Box 16 - Enter State tax withheld Want to know how to complete Form 1099-DIV? Here are the step by step Form 1099-DIV Instructions. What are the Form 1099-DIV copies? Payer must complete 5 copies when filing Form 1099-DIV: Copy A must be filed with the IRS. Copy 1 must be filed with the State tax department. Copy B must be furnished to the recipient. Copy 2 must be filed with the recipient's state income tax return, when required. Choose TaxBandits for filing 1099-DIV Form with the IRS, State and we’ll mail copies of Form 1099-DIV to the recipients. Started Now Want to know how to complete Form 1099-DIV? Here are the step up step instructions for Form 1099-DIV. What are the Penalties for not filing Form 1099-DIV? If you fail to file and furnish Form 1099-DIV within the specified deadlines, the IRS will impose penalties ranging between $60 and $660, depending on your business size and the delayed period. Learn More about 1099-DIV penalties. File your 1099-DIV Form Accurately & Securely with TaxBandits. We mail your copies to your recipient on-time. Get Started Now What are the most common errors on Form 1099-DIV? There are two type of errors that occur when filing Form 1099-DIV are: Incorrect amount(s), code or checkbox No payee TIN (SSN, EIN, QI-EIN or ITIN), incorrect payee TIN/Name How to correct errors on Form 1099-DIV? If you discover an error, correct IRS 1099-DIV and retransmit your Form 1099-DIV to the IRS. You’re also required to furnish the corrected copies of Form 1099-DIV to the recipient(s). To correct a Form 1099-DIV previously reported with the IRS, use a separate Form 1099-DIV and enter an “X” in the “CORRECTED” box. Make any necessary corrections to your 1099-DIV Forms and transmit them to the IRS again. If the error is an incorrect TIN/ID, you must send a written statement to the IRS to correct the form. What is Form 1099-DIV Extension? If you need more time to file 1099-DIV with the IRS, you may request an automatic 30-day extension by filing Form 8809. Tax Extension Form 8809 can be filed electronically or by paper. Helpful Resources Blogs Helpful Resources for Filing Form 1099-DIV Electronically What is Form 1099-DIV? When is Form 1099-DIV due? Form 1099-DIV Instructions Helpful Articles for Form 1099-DIV Form 1099 and W-2 E-filing are Now Available for the 2024 Tax Year with TaxBandits Printing Your 1099/W-2 Forms – How TaxBandits Simplifies the Process E-filing 1099 Forms Directly from Sage Intacct: An Overview Helpful Videos for Form 1099 DIV X X How to File 1099 Forms with TaxBandits Chose Form 1099-DIV Choose Form 1099-DIV and select the tax year you need to file for. TaxBandits allows you to file for both current and past tax years. Next Select the Tax Year Navigate to the Next tab to choose the year (2024, 2023, and 2022) you want to file for. Back Next Choose your Upload Method Select "Manual Entry" to file a few 1099-DIV forms or "Bulk Import" to file multiple 1099-DIV forms. Back Next Generate and Export Draft Form Choose to download a draft of your form in PDF or export it as an Excel file. Back Next Select State Filing (If Required) After reviewing, choose the state filing option if required before continuing. Back Next Distribute Form 1099-DIV to Recipients You can deliver recipient copies by postal mail, through a secure online portal, or both, so that recipients can access their forms in the way that works best for them. Back Next Ready to Get Started? Fast & Easy Filing: Simplify your tax filing process with our user-friendly platform, designed to save you time and effort. Comprehensive Support: Access resources and support every step of the way, ensuring accurate and compliant filings. Secure & Reliable: Trust in our secure platform to handle your sensitive data with the highest standards of privacy and protection. Request Demo Start Over Get Started Now X X Download Template Now