1099 & W-9

File IRS Form 1099-DIV online

Avalara 1099 & W-9 supports the e-filing and e-delivery of many IRS form types, including Form 1099-DIV for reporting dividend and distribution income.

What is Form 1099-DIV and when is it required?

Form 1099-DIV reports dividends and distributions to the IRS. It is issued by financial institutions, such as banks and brokerage firms, to individuals who receive dividends and distributions.


Financial institutions in the United States must file a 1099-DIV with the IRS for each account holder who receives dividends and distributions during the tax year. A financial institution needs to file Form 1099-DIV when they distribute:

 

  • Ordinary dividends
  • Qualified dividends
  • Capital gain distributions
  • Nondividend distributions
  • Liquidation distributions

Can I file Form 1099-DIV online?

Yes. You can e-file Form 1099-DIV through the IRS website or by mail. You may also use Avalara 1099 & W-9 to streamline the e-filing process and help prevent costly errors.

What are the IRS deadlines for filing Form 1099-DIV?

  • Send copies to recipients by January 31.
  • E-file with the IRS by March 31.

 

When these dates fall on a weekend or holiday, the deadline shifts to the next business day.

Do I need to file Form 1099-DIV with state tax agencies?

It depends. Some states require you to file Form 1099-DIV directly, especially if state income tax was withheld or if you’re not using the IRS Combined Federal/State Filing Program (CF/SF). Requirements, deadlines, and formats vary by state.

What is the difference between the 1099-DIV and the 1099-INT?

Both the 1099-DIV and the 1099-INT are used to report income, but the 1099-DIV is used to report dividends and distributions, whereas the 1099-INT is used to report interest income.

Are there situations when using postal mail to file a 1099-DIV to the IRS is not allowed?

Yes. When an institution must file more than 10 Form 1099s of the same type, the IRS will not accept postal mail; the institution must electronically file their 1099s with the IRS.

With Avalara 1099 & W-9, e-file, e-deliver, and e-correct the most common IRS form types

With Avalara 1099 & W-9, collect W-series IRS forms from your vendors.

W-4

W-8BEN

W-8BEN-E

W-8IMY

W-9

Avalara 1099 & W-9 offers forms for you to print, sign, and mail to the IRS

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Live Q&A with 1099 experts

Got questions about the 1099-NEC, 1099-MISC, or 1042-S? Tune into our twice-weekly January webinar and get the answers you need — straight from 1099 and accounts payable professionals.

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