Form 1099-DIV Template

Use this form to record dividends, capital gain distributions, withholding, and related investment details.

By using this template, you agree to our Template Terms of Use.

Why use a Form 1099-DIV?

A Form 1099-DIV helps organize payer, recipient, dividend, capital gain, distribution, tax, and state details.

Record dividend amounts

Capture total ordinary dividends, qualified dividends, and Section 199A dividends.
Track distribution types

Record capital gain, nondividend, liquidation, and exempt-interest distributions.
Organize tax details

Keep federal withholding, foreign tax, FATCA, state, and account details together.

This template covers payer and recipient details, dividend fields, gain distributions, withholding, and state tax fields.

Payer and recipient details
Fields capture names, addresses, taxpayer IDs, account number, and second TIN notice.
Dividend fields
Includes total ordinary dividends, qualified dividends, and Section 199A dividends.
Capital gain distributions
Covers total capital gain, Section 1202 gain, collectibles gain, and Section 897 fields.
Other distribution fields
Includes nondividend, cash liquidation, noncash liquidation, and exempt-interest fields.
Withholding and tax fields
Provides federal withholding, foreign tax, FATCA, state details, and state tax withheld.