Free · Sample / Informational Use Only

Free 1099-DIV form generator

Fill in payer and recipient details on the left — your 1099-DIV preview updates live on the right. Download it free as a PDF. This tool produces a sample document for your records; it is not filed with the IRS.

Tax Year

Payer

Recipient

Dividends (Boxes 1a–1b)

Capital Gain Distributions (Boxes 2a–2f)

Other Distributions & Withholding (Boxes 3–10)

Exempt-Interest Dividends (Boxes 11–13)

State (Boxes 14–16)

LIVE PREVIEW

Form 1099-DIV Dividends and Distributions

2026

For informational / sample purposes only — not an official IRS document.

PAYER'S name, address, city, state, ZIP, phone

Payer Name

, CA

RECIPIENT'S name, address, city, state, ZIP

Recipient Name

, CA

PAYER'S TIN

—

RECIPIENT'S TIN

—

Account number (see instructions)

—

1a  Total ordinary dividends

$0.00

1b  Qualified dividends

$0.00

2a  Total capital gain distr.

$0.00

2b  Unrecap. Sec. 1250 gain

$0.00

2c  Section 1202 gain

$0.00

2d  Collectibles (28%) gain

$0.00

2e  Section 897 ordinary dividends

$0.00

2f  Section 897 capital gain

$0.00

3  Nondividend distributions

$0.00

4  Federal income tax withheld

$0.00

5  Section 199A dividends

$0.00

6  Investment expenses

$0.00

7  Foreign tax paid

$0.00

8  Foreign country or U.S. possession

—

9  Cash liquidation distributions

$0.00

10  Noncash liquidation distributions

$0.00

11  FATCA filing requirement

☐

12  Exempt-interest dividends

$0.00

13  Specified private activity bond interest dividends

$0.00

14  State

CA

15  State identification no.

—

16  State tax withheld

$0.00

Form 1099-DIV 2026

Copy B — For Recipient

Create a 1099-DIV form online

Form 1099-DIV reports dividends and distributions paid on stock, mutual funds and other investments. Our free 1099-DIV form generator covers ordinary and qualified dividends, capital gain distributions, Section 199A dividends, foreign tax paid, exempt-interest dividends and state withholding.

This form is free: preview it and download the PDF at no cost. Tax forms from Thi Pay Stubs are sample documents for your records and planning. File official forms with the IRS using the official versions or an authorized e-file provider.

Frequently asked questions

What is Form 1099-DIV used for?

Companies and funds use Form 1099-DIV to report dividends and other distributions paid to a shareholder, generally when they total $10 or more for the year.

What is the difference between ordinary and qualified dividends?

Box 1a shows all ordinary dividends. Box 1b shows the part of that amount that meets the rules for qualified dividends, which are usually taxed at the lower long-term capital gains rates.

Is the 1099-DIV generator free?

Yes. You can fill in, preview and download the 1099-DIV PDF for free, with no account needed.