Question

By what date are forms 1099-DIV required to be sent to individuals? I am waiting for one from a mutual fund and they claim they have until Feb 15th to mail it.

Forum|Forum|7 years ago
June 4, 2019
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Employee

The 1099-DIV needs to be sent to the recipient by January 31, 2018.

Per IRS' instructions "Due dates. Furnish Copy B of this form to the recipient by January 31, 2018." See the link below, last page of PDF, under instructions for payer.

https://www.irs.gov/pub/irs-prior/f1099div--2017.pdf

F

finplanner69

Just to clarify for future readers, your mutual fund company is correct and the respondent below is incorrect. For 1099-MISC that report non-employee compensation, the date is Jan. 31. For other types of 1099, including those from investment companies, the deadline is mid February.