Why did I receive a new 1099-DIV form?

Did you receive a new, second 1099-DIV form for tax year 2024?

This new form has been amended to add missing information in Copy B (top). Both copies now include all information which was previously only shown on Copy 2 (bottom).

In other words, the information on Copy 2 (bottom) was correct, but was not included in the top copy (Copy B).

What do you need to do?

• If you filed electronically and entered the information found on Copy 2 (bottom), then no action is needed.
• If you filed by mail or included a physical version of Copy B (top), which included blank boxes, you may need to resubmit this amended form to ensure it matches what was filed with the IRS by the issuer.

We recommend keeping this latest copy of the 1099-DIV form for reference and consulting with a tax advisor for additional guidance.