Avoid These Common Errors for Form 1099-INT and 1099-DIV

Hand Stop Sign - Common Errors for Form 1099-DIV and 1099-INT

Preparing Forms 1099-INT and 1099-DIV can be difficult, but we are here to simplify things! We have compiled this list to help ensure that you don’t make these common errors for Form 1099-INT and 1099-DIV. Background Information To reduce errors for Form 1099, it’s important to know what these forms types are and how they … Read more

Who Receives a Form 1099-DIV?

Money - Form 1099-DIV

What is Form 1099-DIV? This form is used by banks and other financial institutions to report dividend income and other distributions such as from stock or capital gains. Who receives Form 1099-DIV? The IRS instructs that a Form 1099-DIV form must be completed for each person: To whom you have paid dividends (including capital gain … Read more

File and Distribute Form 1099

File and Distribute Form 1099

Several parties will require copies of Form 1099. This is how printed copies should be distributed: Copy A → IRS Copy 1 → State Tax Department Copy B → Recipient Copy 2 → Recipient to File w/ State Income Tax Return Copy C → Payer Copy (for your records) When you e-file your 1099 forms with … Read more

Mastering Form 1099-DIV: The Essential Guide

1099-DIV

What is Form 1099-DIV? This form is used by banks and other financial institutions to report dividend income and other distributions such as from stock or capital gains. They are completed for each person who has been paid dividends and other distributions on stock of $10 or more. There are some other circumstances when someone … Read more

Import Spreadsheet Format Guidelines for Tax Year 2021

Import spreadsheet format guidelines A Step-by-Step Guide

We’ve created Excel import spreadsheet templates to help you easily upload all of your 1095-B and 1095-C, 1099, and W-2  data. These templates are identical to the official IRS forms so that you can enter the information just as you would on paper. 

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