Please see the table below for details on each field of the 1099-DIV Form Data Template. The CSV template is also attached to the bottom of this article.
An Account must be created prior to ingesting Form Data. There should typically be a single row for each Account in the template; however, if the income applies to multiple states, there may be a separate row for each state. The state field is only required if there is state withholding, or if the income is attributable to a state that is different from the Account Owner’s address.
Please note: For more information on all of the 1099-DIV data requirements, please refer to this guide: 1099-DIV - Data Requirements
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| Total ordinary dividends (Box 1a) | total_ordinary_dividends | Dollar Amount | 100 |
| Qualified dividends (Box 1b) | qualified_dividends | Dollar Amount | 100 |
| Total capital gain distribution (Box 2a) | total_capital_gain_distribution | Dollar Amount | 100 |
| Unrecap Section 1250 gain (Box 2b) | unrecap_section_1250_gains | Dollar Amount | 100 |
| Section 1202 gain (Box 2c) | section_1202_gain | Dollar Amount | 100 |
| Collectibles (28%) gain (Box 2d) | collectibles_gain | Dollar Amount | 100 |
| Section 897 ordinary dividends (Box 2e) | section_897_ordinary_dividends | Dollar Amount | 100 |
| Section 897 capital gain (Box 2f) | section_897_capital_gain | Dollar Amount | 100 |
| Nondividend distributions (Box 3) | nondividend_distributions | Dollar Amount | 100 |
| Federal income tax withheld (Box 4) | federal_tax_withheld | Dollar Amount | 100 |
| Section 199A dividends (Box 5) | section_199a_dividends | Dollar Amount | 100 |
| Investment expense (Box 6) | investment_expense | Dollar Amount | 100 |
| Foreign tax paid (Box 7) | foreign_tax_paid | Dollar Amount | 100 |
| Foreign country or U.S. possession (Box 8) | foreign_country_or_us_possession | Enum | LU |
| Cash liquidation distributions (Box 9) | cash_liquidation_distributions | Dollar Amount | 100 |
| Noncash liquidation distributions (Box 10) | noncash_liquidation_distributions | Dollar Amount | 100 |
| Exempt-interest dividends (Box 12) | exempt_interest_dividends | Dollar Amount | 100 |
| Specified private activity bond interest dividends (Box 13) | specified_private_activity_bond_interest_dividends | Dollar Amount | 100 |
| State (Box 14) | state | Enum | NY |
| State identification no. (Box 15) | payers_state_number | String | 3874938 |
| State tax withheld (Box 16) | state_tax_withheld | Dollar Amount | 100 |
| Security Description | security_description | String | Alphabet Inc. |
| CUSIP Number | cusip_number | String | 02079K305 |
| Payable Date | payable_date | MM/DD/YYYY | 10/12/2024 |
| Dividend Distributions | dividend_distributions | Dollar Amount | 100 |
| Short-Term Capital Gains | short_term_gains | Dollar Amount | 100 |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| foreign_country_or_us_possession | Country Names and Codes |
| state | State Names and Codes |
Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.