1099 Div Fill In: Fill & Download for Free

Dividends are taxable in the year received/earned. The company (or reporting agent) should have issued you a Form 1099-div reporting these dividends.So, yes the IRS will penalize you for not reporting in the correct year.

Yes, minors can complete a W-9 form as they are often the beneficial owner of the payment being made.However, most W-9 forms do not need to be signed. So unless it relates to a financial transaction, FATCA or a “B notice” the minor can provide the form without a signature.W-9 forms related to the following financial transactions are required to be signed.Interest accounts – bank interest (1099-INT)Dividend accounts (1099-DIV)Barter exchange accounts (1099-B)Broker accounts (1099-B)Original issue discounts (1099-OID)Patronage dividends (1099-PATR)Real estate transactions (1099-S)

It depends.Most investment firms these days issue a combined Form 1099, which has everything you (or your tax person) needs to know when it comes to reporting and paying tax. If there have been nothing other than straightforward “buy” transactions in the account - no sales, no portfolio balancing, no options trading - then it is easy to report, because all you'll probably have in the 1099 package is a 1099-DIV and maybe a 1099-INT (if there's some cash sitting around).It becomes more complicated if you have stock sales. Even then, however, if you started doing this after 2013, and you haven't changed firms in that time, you still usually have all of the information you need on the form, because the firm has been required to report the basis in your transactions since 2013 (and earlier for some transactions), and when you know your basis and your amount received for the sale, figuring your gain or loss is simple arithmetic.Where it gets harder is where you're dealing with accounts that you've had for a long time, where the investment mix changes a lot, and where you don't have all of the basis information. It also becomes harder when you do unusual things like investments in foreign companies (where there can be some foreign taxes that can be credited or deducted) or trade in options or mutual funds. Usually the investment firm provides some help, and most tax advisors have long experience working with these forms and know how the blanks are to be filled in.It's really not that hard to learn the basics, though.