1099-DIV : Dividends and Distributions

 

FDX / Data Structures / Tax1099Div
Form 1099-DIV, Dividends and Distributions
Extends and inherits all fields from Tax  
Tax1099Div Properties
#IdTypeDescription
1payerNameAddressNameAddressPhonePayer's name, address, and phone
2payerTinstringPayer's TIN
3recipientTinstringRecipient's TIN
4recipientNameAddressNameAddressRecipient's name and address
5foreignAccountTaxCompliancebooleanFATCA filing requirement
6accountNumberstringAccount number
7ordinaryDividendsnumber (double)Box 1a, Total ordinary dividends
8qualifiedDividendsnumber (double)Box 1b, Qualified dividends
9totalCapitalGainnumber (double)Box 2a, Total capital gain distributions
10unrecaptured1250Gainnumber (double)Box 2b, Unrecaptured Section 1250 gain
11section1202Gainnumber (double)Box 2c, Section 1202 gain
12collectiblesGainnumber (double)Box 2d, Collectibles (28%) gain
13nonTaxableDistributionnumber (double)Box 3, Nondividend distributions
14federalTaxWithheldnumber (double)Box 4, Federal income tax withheld
15section199ADividendsnumber (double)Box 5, Section 199A dividends
16investmentExpensesnumber (double)Box 6, Investment expenses
17foreignTaxPaidnumber (double)Box 7, Foreign tax paid
18foreignCountrystringBox 8, Foreign country or U.S. possession
19cashLiquidationnumber (double)Box 9, Cash liquidation distributions
20nonCashLiquidationnumber (double)Box 10, Noncash liquidation distributions
21taxExemptInterestDividendnumber (double)Box 11, Exempt-interest dividends
22specifiedPabInterestDividendnumber (double)Box 12, Specified private activity bond interest dividends
23stateTaxWithholdingArray of StateTaxWithholdingBoxes 13-15, State tax withholding
24foreignIncomesArray of DescriptionAmountForeign income information
25stateTaxExemptIncomesArray of DescriptionAmountTax exempt income state information
26secondTinNoticebooleanSecond TIN Notice
Tax1099Div Usage:

 

OFX / Types / Tax1099DIV_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 ORDDIV AmountType
6 QUALIFIEDDIV AmountType
7 TOTCAPGAIN AmountType
8 POSTMAY5CAPGAIN AmountType
9 P28GAIN AmountType
10 UNRECSEC1250 AmountType
11 SEC1202 AmountType
12 QUAL5YEAR AmountType
13 NONTAXDIST AmountType
14 FEDTAXWH AmountType
15 SEC199A AmountType
16 INVESTEXP AmountType
17 FORTAXPD AmountType
18 FORINCOMEAMT AmountType
19 FORCNT GenericNameType
20 FORINCOME ForeignIncomeAggregate
21 CASHLIQ AmountType
22 NONCASHLIQ AmountType
23 EXEMPTINTDIV AmountType
24 ORIGSTATE OriginatingStateAggregate
25 SPECIFIEDPABINTDIV AmountType
26 STATECODE StateCodeType
27 STATEIDNUM IdType
28 STATETAXWHELD AmountType
29 ADDLSTATETAXWHAGG AddlStateTaxWheldAggregate
30 PAYERADDR PayerAddress
31 PAYERID GenericNameType
32 RECADDR RecipientAddress
33 RECID IdType
34 RECACCT GenericNameType
35 TINNOT BooleanType
36 FATCA BooleanType
Usages:

 

Under Development

 

Reference Number Irs Form or Schedule Description Record Format Sign
643 1099-DIV 1099 Div 1 +
650 1099-DIV Foreign country, div 2 N/A
647 1099-DIV NonTaxable distributions 3 +
648 1099-DIV Investment Expense, div 3 -
649 1099-DIV Foreign tax, div 3 -
651 1099-DIV Cash liquidation 3 +
652 1099-DIV Non-cash liquidation 3 +

 

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