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Fillable 1099-DIV (2026)

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IRS field notes

Box 1a reports total ordinary dividends. Box 1b is the qualified-dividend portion (taxed at lower rates). Brokers and funds issue this to recipients who earned $10 or more in dividends.

Important

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TaxForge editors — a free template for general reference; consult a licensed tax professional for your situation.

Frequently Asked Questions

Who receives a 1099-DIV?

Anyone who earns $10 or more in dividends or other distributions from a brokerage or fund during the year.

What is the difference between 1a and 1b?

Box 1a is all ordinary dividends; box 1b is the qualified portion that may be taxed at capital-gains rates.

Do I file it myself?

No — the payer files Copy A with the IRS and sends Copy B to you for your return.

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