Compare Software Best 1099-DIV Software for 2026

At a Glance
Form 1099-DIV reports dividends and capital gain distributions paid to shareholders. Brokerages, mutual funds, and corporations must file 1099-DIV for distributions of $10 or more. BoomTax offers comprehensive support for 1099-DIV and related financial forms.

Who Files Form 1099-DIV?

  • Brokerages: Dividend distributions to account holders
  • Mutual Funds: Dividend and capital gain distributions
  • REITs: Real estate investment trust distributions
  • Corporations: Dividends paid to shareholders

Best 1099-DIV Software Rankings

#1 BoomTax

Editor's Choice
IRS Authorized High Volume TIN Matching API Ready

BoomTax offers comprehensive 1099-DIV e-filing with high-volume support, TIN matching, and combined state filing for financial organizations.

Dividends
Box 1a/1b Support
Capital Gains
Box 2a Reporting
High Volume
Bulk Processing
System Integration
REST API
Key Strengths
  • Full 1099-DIV support
  • High-volume bulk filing
  • TIN matching included
  • Combined state filing
  • 1099-INT and other forms together
  • API for system integration
Best For
  • Brokerages and investment firms
  • Mutual fund companies
  • REITs and corporations
  • High-volume financial filers
Pricing

Volume pricing for financial institutions. Free account setup.

#2 Tax1099

Tax1099 supports 1099-DIV filing with standard e-file features for financial institutions.

  • 1099-DIV e-filing
  • Bulk upload
  • API integration

#3 Sovos

Sovos offers enterprise 1099-DIV filing for large financial institutions.

  • Enterprise platform
  • Financial services focus
  • Complex implementations

#4 1099Pro

1099Pro offers 1099-DIV support with financial services capabilities.

  • 1099-DIV filing
  • Multiple form types
  • E-filing support

Enterprise Options

Solutions for large financial organizations:

Frequently Asked Questions

You must file 1099-DIV for dividends and distributions of $10 or more during the tax year.

Form 1099-DIV is due February 28 (paper) or March 31 (electronic) to the IRS. Recipient copies are due January 31.

1099-DIV reports ordinary dividends, qualified dividends, capital gain distributions, nondividend distributions, and more.

Yes, BoomTax supports filing multiple 1099 types. Financial institutions typically file both forms for account holders.

Yes, REITs must file 1099-DIV for distributions to shareholders of $10 or more.
Ken Ham
Author
Ken Ham
Founder at BoomTax
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Passionate about making tax compliance simple so businesses can focus on what matters.

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