Form 1099-INT, DIV and B. Interest, dividends and investment sales1099-INT reports interest, 1099-DIV dividends and fund distributions, and 1099-B the proceeds and usually the cost of investments you sold. Brokers often send them together as one consolidated statement.
Tax forms › 1099-INT, DIV and B
Forms you receive
Form 1099-INT, DIV and B
Interest, dividends and investment sales
What it is
1099-INT reports interest, 1099-DIV dividends and fund distributions, and 1099-B the proceeds and usually the cost of investments you sold. Brokers often send them together as one consolidated statement.
Who it's for
Anyone with a bank account, brokerage or fund that paid them interest or dividends, or who sold investments.
Good to know
- Interest or dividends over $1,500 go on Schedule B; sales go on Form 8949 and Schedule D.
- If the 1099-B doesn't show your cost basis, enter it yourself, or the whole sale looks like profit and you may get a CP2000.
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The law behind it
Related forms
W-2Wage and tax statement from your employer1099-NECFreelance and contractor pay1099-KPayments through apps and card processors1098-TCollege tuition statement
General information, not tax or legal advice. Check the current IRS instructions for the form before you file.