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Frequently Asked Tax Questions

Interest, Dividends, Other Types of Income - 1099-DIV Dividend Income

  1. How do I report this Form 1099-DIV I received from my mutual fund?
  2. I received dividends from my credit union. How do I report this income?
  3. Is a Permanent Fund Dividend or a Resource Rebate payment received by a resident of Alaska taxable?

Rev. date: 06/30/2017

How do I report this Form 1099-DIV I received from my mutual fund?


Rev. date: 08/12/2017

I received dividends from my credit union. How do I report this income?

Certain distributions commonly referred to as dividends actually should be reported as interest, including "dividends" on deposits or share accounts in cooperative banks, credit unions, domestic savings and loan associations, and mutual savings banks.
Interest income can be reported on Form 1040, Form 1040A, U.S. Individual Income Tax Return, Form 1040EZ, Income Tax Return for Single and Joint Filers With No Dependents, or Form 1040NR, U.S. Nonresident Alien Income Tax Return.
If your taxable interest income is more than $1,500, you must also include that income on Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends, and attach it to your tax return. You can't file Form 1040EZ if your interest income is more than $1,500. Please refer to the Instructions for Form 1040NR for specific reporting information when filing Form 1040NR.

Rev. date: 08/03/2017

Is a Permanent Fund Dividend or a Resource Rebate payment received by a resident of Alaska taxable?

Alaska Permanent Fund Dividends and Resource Rebate payments are taxable to either an adult or a child recipient, and must be reported on a federal income tax return.
See Around the Nation - Alaska for more details.