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Add payer and recipient information, then enter actual annual payments and any withholding from your records.
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Bring your dividend and distribution records together in the original IRS form. Enter payer and recipient details, check every copy and download your complete PDF packet.
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Available tax years: 2025 and 2026 · Preview before checkout
Add payer and recipient information, then enter actual annual payments and any withholding from your records.
Watch Copy B update as you type. Enlarge the preview or switch pages to check the complete packet.
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Copies 1, B and 2 contain your details. Instructions and printing information are included. Red Copy A stays blank.
Read the 1099-DIV preparation guide to review distribution categories and avoid counting overlapping amounts twice.
This service creates your document. It does not calculate withholding or file returns with the IRS or state agencies.
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Choose 2025 or 2026. Both years use the unchanged January 2024 continuous-use IRS revision. The calendar year you select is entered on the black copies.
No. Form 1099-DIV reports actual dividends and distributions and withholding. Enter the amounts from your payment records; federal withholding defaults to zero if none was withheld.
No. Qualified dividends in Box 1b and section 199A dividends in Box 5 are already included in Box 1a. Enter the amounts from your distribution records without adding them again.
$9.99 USD covers one recipient’s complete six-page packet. Copies 1, B and 2 are filled, and red Copy A remains blank. Tax-agency filing is not included.
Yes. At checkout, Save for later creates a private resume link valid for 30 days. A completed order has a private access link valid for 90 days. Keep those links private.
The completed-order page provides download and print options. Email delivery includes a private access link. Completed-order emails include a private access link.
No. The downloaded red Copy A is left blank and is not suitable for IRS paper filing. Arrange electronic filing or obtain official scannable forms separately.
One recipient. All included copies. $9.99 USD.