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What is a 1099-DIV and will I get one?

Published | Updated

The 1099-DIV reflects dividend payments received and capital gains distributions from stocks you own.

You will receive one by Feb. 15, 2023, if you had a Betterment taxable account and:

  • You received more than $10 in dividends in 2022, or
  • You paid any foreign or federal taxes within your account

Please note that while Betterment is not required to issue you a 1099 if you earned a relatively small amount of income from your account, taxpayers are still required under IRS rules to report and pay taxes on any earned income.