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IRS Release Status: FINAL

Sample Excel Import File: 

What's New for 2018

  • No changes.

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 514AmountInvestment Expenses
Box 614AmountForeign Tax Paid
Box 714AmountForeign Country Or U.S. Posession
Box 814AmountCash Liquidation Distributions
Box 914AmountNoncash Liquidation Distributions
Box 1014AmountExempt-Interest Dividends
Box 1114AmountSpecified Private Activity Bond Interest Dividends
Box 1214LettersState
Box 1314LettersState Identification Number
Box 1414AmountState 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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