IRS Release Status: FINAL

Sample Excel Import File: 1099-DIV.xlsx

What's New for 2016

  • 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 Amount

12Amount

Box 1a: Total ordinary dividends

 

Box 1b Amount

12AmountBox 1b: Qualified dividends 
Box 2a Amount12AmountBox 2a: Total Capital gain distr. 

Box 2b Amount

12Amount

Box 2b: Unrecap. sec. 1250 gain

 
Box 2c Amount12AmountBox 2c: Section 1202 gain 
Box 2d Amount12AmountBox 2d: Collectibles (28%) gain 
Box 3 Amount12AmountBox 3: Nondividend distributions 
Box 4 Amount12AmountBox 4: Federal income tax withheld 
Box 5 Amount12AmountBox 5: Investment expenses 
Box 6 Amount12AmountBox 6: Foreign tax paid 
Box 7 Text16TextBox 7: Foreign country or U.S. possess. 
Box 8 Amount12AmountBox 8: Cash liquidation distr. 
Box 9 Amount12AmountBox 9: Noncash liquidation distr. 
Box 10 Amount12AmountBox 10: Exempt interest dividends 
Box 11 Amount12AmountBox 11: Specified private activity bond interest... 
Box 12 Text2TextBox 12: State AbbreviationUse state abbreviation
Box 13 Text14TextBox 13: State ID no.Given by State Department of Revenue
Box 14 Amount12AmountBox 14: State tax withheld 
See Form Common Fields  Form fields common to all form types. 

1099-DIV Form:

IRS 1099-DIV Form:  1099-DIV Form

IRS 1099-DIV Instructions:  1099-DIV Instructions

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