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1099-DIV Dividend Income

Question: How do I report this 1099-DIV from my mutual fund?

Answer:

  • Enter the ordinary dividends from Form 1099-DIV (PDF), box 1a, on line 9a of Form 1040 (PDF), U.S. Individual Income Tax Return.
  • Enter any qualified dividends from Form 1099-DIV, box 1b, on line 9b of Form 1040.
  • If you have an amount entered in other boxes of your 1099-DIV refer to the Instructions for Recipient of Form 1099-DIV that are attached to your form and the Instructions for Schedule D (PDF) to see where to report them.
  • If your only capital gains and losses are from capital gain distributions, refer to the Instructions for Form 1040 (PDF).
  • If you had over $1,500 of ordinary dividends, you must file Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends.

Additional Information:


Category: Interest, Dividends, Other Types of Income
Subcategory: 1099-DIV Dividend Income

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The OMB number for this study is 1545-1432.
If you have any comments regarding this study, please write to:
IRS, Tax Products Coordinating Committee
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