IRS Release Status: FINAL

Sample Excel Import File:  1099-DIV 2018.xlsx

What's New for 2018

  • Box 5 - Section 199A Dividends
  • Old Box 5 is now New Box 6 - Investment Expenses
  • Old Box 6 is now New Box 7 - Foreign Tax Paid
  • Old Box 7 is now New Box 8 - Foreign Country or U.S. Possession
  • Old Box 8 is now New Box 9 - Cash Liquidation Distributions
  • Old Box 9 is now New Box 10 - Noncash Liquidation Distributions
  • Old Box 10 is now New Box 11 - Exempt-Interest Dividends
  • Old Box 11 is now New Box 12 - Specified Private Activity Bond Interest Dividends
  • Old Box 12 is now New Box 13 - State
  • Old Box 13 is now New Box 14 - State Identification Number
  • Old Box 14 is now New Box 15 - State Tax Withheld

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields

Filer fields common to all form types.
See Recipient Common Fields

Recipient fields common to all form types.
Box 1a Amount8AmountBox 1a: Total Ordinary Dividends
Box 1b Amount12AmountBox 1b: Qualified Dividends
Box 2a Amount9AmountBox 2a: Total Capital Gain Distribution
Box 2b14AmountBox 2b: Unrecap Sec 1250 Gain
Box 2c14AmountBox 2c: Section 1202 Gain


Box 2d

14

AmountCollectibles (28%) Gain
Box 314AmountNondividend Distributions
Box 414AmountFederal Income Tax Withheld
Box 514AmountSection 199A Dividends
Box 614AmountInvestment Expenses
Box 714AmountForeign Tax Paid
Box 814AmountForeign Country Or U.S. Posession
Box 914AmountCash Liquidation Distributions
Box 1014AmountNoncash Liquidation Distributions
Box 1114AmountExempt-Interest Dividends
Box 1214AmountSpecified Private Activity Bond Interest Dividends
Box 1314LettersState
Box 1414LettersState Identification Numer


Box 1514AmountState Tax Withheld




1099-DIV Form: 


IRS 1099-DIV Form:  1099-DIV 2018 FORM

IRS 1099-DIV Instructions: 1099-Div 2018 Instructions

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