A 1099-DIV form reports to the IRS all dividends a customer received during the year. You will receive a 1099-DIV if your dividends amount to $10 or more over the course of the year. Even if the amount of dividends received is below $10, the Form 1099-DIV is required if there were any taxes paid.
To find your total dividends, click here and filter by “Dividends” for the previous calendar year. You can then download a CSV statement to total dividend activity for that year.
Please note that Betterment is not a tax advisor and the information provided should not be construed as tax advice, but should be used for informational purposes only. Please consult a qualified tax professional or the IRS to determine the rules that apply to your individual tax situation.