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How to Fill Out Form 1099-DIV (Dividends and Contributions) | PDFRun - YouTube
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welcome to pdf run in this video we'll
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guide you on how to fill out form 1099
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div
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form 1099 div also known as dividends
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and distributions is sent by financial
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institutions when investments in stocks
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paid dividends or mutual funds made
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capital gains distributions
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it determines whether the dividends or
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distributions gains should be counted
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under a tax return or not to begin
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filling out this document click on the
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fill online button
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this will redirect you to pdf runs
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online editor before starting please
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take note that this form has to be
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filled out in five separate copies
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copy a for the irs
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copy one for the state tax department
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copy b for the recipient copy two to be
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filed with recipients income tax return
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and copy c for the payer first for the
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payer enter the following details the
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full legal name the full address
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including the street city or town state
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or province and zip or foreign postal
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code
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phone number and the tax identification
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number tin
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for the recipient enter the following
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details the tin followed by the
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recipient's name street address city or
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town state or province and the zip for
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foreign postal code
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for this box the foreign account tax
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compliance act or fatca is a tax law
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that requires u.s citizens both in the
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u.s and abroad to file annual reports on
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any foreign account holdings
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if the fatca filing requirement box is
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marked you are then required to file an
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account report
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for this box enter the account number
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that the payer assigned to distinguish
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your account
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for this box which can only be found on
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copies a and c please mark it if you
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were notified by the irs twice within
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three calendar years that the taxpayer
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provided an incorrect tin
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otherwise you may leave it blank
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for box 1a enter the amount of total
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ordinary dividends
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this includes your shares in a company
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which are taxable as ordinary income
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for box 1b enter the amount of qualified
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dividends this shows the portion of the
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amount in box 1a that is eligible for
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reduced capital gains rates
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for box 2a enter the total capital gain
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distribution this may come from a
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regulated investment company ric or real
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estate investment trust reit
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for box 2b enter the unrecaptured
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section 1250 gain
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this shows the portion of the amount in
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box 2a that is unrecaptured section 1250
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gain from certain depreciable real
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property
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for box 2c enter the section 1202 gain
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this shows the portion of the amount in
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box 2a that is section 1202 gain from
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certain small business stock that may be
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subject to an exclusion
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for box 2d enter the collectibles gain
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this shows the portion of the amount in
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box 2a that is 28 rate gain from sales
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or exchanges of collectibles
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for box 2e enter the amount of section
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897 ordinary dividends
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this shows the portion of the amount in
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box 1a that is section 897 gain
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attributable to disposition of u.s real
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property interests usrpi
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for box 2f enter the section 897 capital
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gain
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this shows the portion of the amount in
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box 2a that is section 897 gain
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attributable to disposition of usrpi
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for box 3 enter the amount of
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non-dividend distributions this includes
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the non-dividend amount and a return of
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capital
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for box 4 enter the federal income tax
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withheld for box 5 enter the section 199
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a dividends
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this shows the portion of the amount in
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box 1a that could be considered in the
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20
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qualified business income deduction
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for box 6 enter the investment expenses
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this shows your share of expenses of a
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non-publicly offered ric
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for box 7 enter the amount of foreign
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tax paid for box 8 enter the foreign
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country or u.s possession
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this should be left empty if an ric
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already reported the foreign tax amount
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shown in box seven
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for box nine and ten enter the cash and
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non-cash liquidation distributions
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this is the amount of capital to be
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returned if the organization is fully
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liquidated
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for box 11 enter the exempt interest
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dividends this amount is from a mutual
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fund or other ric paid to you during the
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calendar year
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for box 12 enter the amount of exempt
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interest dividends subject to the
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alternative minimum tax
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and lastly for boxes 13 to 15 enter the
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required information for state income
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tax withheld
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review and double check if all entered
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information is correct and accurate
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once finished click on the done button
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to save download and print form 1099 div
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to learn more about this form or find
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other fillable templates visit
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www.pdfrun.com
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