Create 1099-DIV Online: PDF Builder

1 Payer details

Tax year

The person or business that made the payments.

Payer name *

Tax ID typeTaxpayer ID number *

Street address *

City / town *State *ZIP / postal code *

Apartment, country & phone Optional

Apartment / suiteCountryTelephone number

2 Recipient details

The person or business that received the payments. Use the name and TIN from their Form W-9.

Recipient name *

Tax ID typeTaxpayer ID number *

Street address *

City / town *State *ZIP / postal code *

Apartment, country Optional

Apartment / suiteCountry

3 Annual payment details

Enter actual amounts paid during 2025. This is a payment statement; taxes are not estimated or deducted automatically.

Fill only the boxes that apply. Qualified and section 199A dividends are already included in total ordinary dividends. Capital-gain components are already included in Box 2a.

Total ordinary dividends · Box 1aQualified dividends · Box 1b

Total capital gain distributions · Box 2a

Capital-gain components Only if applicable

Unrecaptured section 1250 gain · Box 2bSection 1202 gain · Box 2cCollectibles (28%) gain · Box 2dSection 897 ordinary dividends · Box 2eSection 897 capital gain · Box 2f

Other distributions & expenses Only if applicable

Nondividend distributions · Box 3Section 199A dividends · Box 5Investment expenses · Box 6Cash liquidation distributions · Box 9Noncash liquidation distributions · Box 10Exempt-interest dividends · Box 12Specified private activity bond interest dividends · Box 13

Tax withholding & foreign income Only if applicable

Federal income tax withheld · Box 4Foreign tax paid · Box 7Foreign country or U.S. possession · Box 8

Use the country name or RIC when the IRS reporting instructions allow it. Enter actual withholding; no tax is calculated automatically.

Reporting options Optional

Account numberFATCA filing requirement · Box 11Second TIN notice applies Copies 1 and 2 onlyMark as CORRECTED

Use reporting flags only when they apply to your records. Agency filing and corrections must be arranged separately.

State withholding Optional · up to 2 states

Add state information only when applicable, using actual state withholding records. A state ID is different from the payer’s federal EIN.

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Copies 1, B and 2 will contain your details. All six original pages are included, with red Copy A left blank. Tax-agency filing is not included.

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Complete your 1099-DIV online.

1 Payer details

2 Recipient details

3 Annual payment details

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