How Do I Claim a Dividend Without a 1099 Form?

Taxpayers must report dividend income for the year.

Taxpayers must report all income, including dividend income, or else they may face a penalty. When a taxpayer receives a dividend for the year, it is the company paying the dividend's responsibility to file a Form 1099-DIV. However, sometimes a company will neglect to file Form 1099-DIV. If a company neglects to send Form 1099-DIV, then the taxpayer must still report the income received from the dividend. Failure to report the dividend income, even without a Form 1099-DIV, will lead to a penalty.

Instructions

1. Contact the payer of the dividends to confirm the type of dividend you received. Most dividends will fall under ordinary dividends. Due to the complicated nature of taxing dividends, payers keep track of the types of dividends they pay.

2. Write the total amount of ordinary dividends on Form 1040 Line 9a or Form 1040A Line 9a.

3. Write the total amount of qualified dividends on Form 1040 Line 9b or Form 1040A Line 9b.

References

• IRS: Tax Topic 404 Dividends
• IRS: Form 1040
• IRS: Form 1040A