Tax1099Div
As a tax document issuer you collect the data elements shown below into either a flat or tree structure.
You then populate the applicable FDX object, serialize it to JSON, and
distribute the JSON in up to 4 ways.
(1) File download or (2) API
(3) Printed document with QR code
(4) PDF file with embedded JSON
FDX / Data Structures / Tax1099Div
Form 1099-DIV, Dividends and Distributions, from PAYER (1st-2nd boxes as issuer) to RECIPIENT (3rd-6th boxes)
Extends and inherits all fields from Tax
Tax1099Div Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | accountNumber | string | Account number |
| 2 | ordinaryDividends | number | Box 1a, Total ordinary dividends |
| 3 | qualifiedDividends | number | Box 1b, Qualified dividends |
| 4 | qualifiedDividendsNotEligible | number | Portion of qualified dividends not eligible for capital gains rates due to not meeting holding period requirements, if known |
| 5 | totalCapitalGain | number | Box 2a, Total capital gain distributions |
| 6 | unrecaptured1250Gain | number | Box 2b, Unrecaptured Section 1250 gain |
| 7 | section1202Gain | number | Box 2c, Section 1202 gain |
| 8 | collectiblesGain | number | Box 2d, Collectibles (28%) gain |
| 9 | section897Dividends | number | Box 2e, Section 897 ordinary dividends |
| 10 | section897CapitalGain | number | Box 2f, Section 897 capital gain |
| 11 | nonTaxableDistribution | number | Box 3, Nondividend distributions |
| 12 | federalTaxWithheld | number | Box 4, Federal income tax withheld |
| 13 | section199ADividends | number | Box 5, Section 199A dividends |
| 14 | investmentExpenses | number | Box 6, Investment expenses |
| 15 | foreignTaxPaid | number | Box 7, Foreign tax paid |
| 16 | foreignCountry | string | Box 8, Foreign country or U.S. possession |
| 17 | cashLiquidation | number | Box 9, Cash liquidation distributions |
| 18 | nonCashLiquidation | number | Box 10, Noncash liquidation distributions |
| 19 | foreignAccountTaxCompliance | boolean | Box 11, FATCA filing requirement |
| 20 | taxExemptInterestDividend | number | Box 12, Exempt-interest dividends |
| 21 | specifiedPabInterestDividend | number | Box 13, Specified private activity bond interest dividends |
| 22 | stateAndLocal | Array of StateAndLocalTaxWithholding | Boxes 14-16, State and Local tax withholding |
| 23 | foreignIncomes | Array of DescriptionAmount | Foreign income information, with country name or country code as description and total foreign income as amount. Deprecated and replaced with foreignSourceIncomes array of ForeignSourceDividendIncome in FDX Summer Release 2026 |
| 24 | foreignSourceIncomes | Array of ForeignSourceDividendIncome | Details of income types from foreign sources into qualifiedDividends, nonQualifiedDividends and capitalGains |
| 25 | stateTaxExemptIncomes | Array of DescriptionAmount | State tax exempt income information, with state code or name as description and state tax exempt income as amount |
| 26 | taxExemptIncomes | Array of TaxExemptIncomeStateAllocation | Tax exempt income by fund information |
| 27 | usSecurityIncomes | Array of UsGovernmentSecurityIncome | Details of earnings from US government securities |
| 28 | secondTinNotice | boolean | Second TIN Notice |
Tax1099Div Usage:
- TaxData tax1099Div
FDX Tax Schema and Model Files
A copy of the FDX tax schema files (yaml) and related model files in csharp, java, python, ruby, and typescript languages are available at this private GitHub repository:
https://github.com/iTipsDev/fdx-tax-schema-v6.6.0
We will make this repository available to developers implementing Financial Data Exchange (FDX) JSON in their applications. Just send your GitHub user email and company name to info@taxdataexchange.org to be granted access.
SDK (Java Software Development Kit)
A java SDK is available to generate Tax1099Div documents as:
- FDX JSON
- QR PDFs and
- Intelligent Tax Documents®
See this GitHub page and contact us at info@taxdataexchange.org to license the SDK.
Docker Image
A Docker image is available to generate Tax1099Div documents as:
- FDX JSON
- QR PDFs and
- Intelligent Tax Documents®
See this page and contact us at info@taxdataexchange.org to license the Docker image.
