1099-DIV 2023

IRS Release Status: FINAL

Sample Excel Import File: 1099-DIV 2023.xlsx

What's New for 2023

No form changes

Import Form Fields:

Field Name	Size	Type	Description	Notes
See Form Filer Common Fields			Filer fields common to all form types.
See Recipient Common Fields			Recipient fields common to all form types.
2nd TIN Notice	1	Checkbox	2nd TIN Notice	X / Y / T / 1 = Checked
Box 1a Amount	12	Amount	Box 1a: Total Ordinary Dividends
Box 1b Amount	12	Amount	Box 1b: Qualified Dividends
Box 2a Amount	12	Amount	Box 2a: Total Capital Gain Distribution
Box 2b Amount	12	Amount	Box 2b: Unrecap Sec. 1250 Gain
Box 2c Amount	12	Amount	Box 2c: Section 1202 Gain
Box 2d Amount	12	Amount	Box 2d: Collectibles (28%) Gain
Box 2e Amount	12	Amount	Box 2e: Section 897 Ordinary Dividends
Box 2f Amount	12	Amount	Box 2f: Section 897 Capital Gain
Box 3 Amount	12	Amount	Box 3: Nondividend Distributions
Box 4 Amount	12	Amount	Box 4: Federal Income Tax Withheld
Box 5 Amount	12	Amount	Box 5: Section 199A Dividends
Box 6 Amount	12	Amount	Box 6: Investment Expenses
Box 7 Amount	12	Amount	Box 7: Foreign Tax Paid
Box 8 Foreign	12	Amount	Box 8: Foreign Country Or U.S. Possession
Box 9 Amount	12	Amount	Box 9: Cash Liquidation Distributions
Box 11 FATCA Checkbox	1	Checkbox	FATCA filing requirement	X / Y / T / 1 = Checked
Box 12 Amount	12	Amount	Box 12: Exempt-Interest Dividends
Box 13 Amount	12	Amount	Box 13: Specified Private Activity Bond Interest Dividends
Box 14 State	2	Text	Box 14: State Name	Use state abbreviation
Box 15 ID Number	20	Text	Box 15: State Identification Number	Given by State Department of Revenue
Box 16 Amount	12	Amount	Box 16: State Tax Withheld
See Form Common Fields			Form fields common to all form types.

IRS Release Status: FINAL

Sample Excel Import File: 1099-DIV 2023.xlsx

Import Form Fields:

1099-DIV Form:

IRS 1099-DIV Form: https://www.irs.gov/pub/irs-pdf/i1099div.pdf

IRS 1099-DIV Instructions: https://www.irs.gov/pub/irs-pdf/f1099div.pdf