This form is used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS. The form must be on the first page of the document and the form can be embedded within other surrounding text on the page.

Supported versions: Variations from 2021 or newer.

Supported fields on this form:

• PayerName

• PayerStreet

• PayerCity

• PayerState

• PayerZip

• PayerTIN

• RecipientTIN

• RecipientName

• RecipientStreet

• RecipientCity

• RecipientState

• RecipientZIP

• AccountNumber

• ForCalendarYear

• DocumentYear

• TotalOrdinaryDividends

• QualifiedDividends

• TotalCapGain

• Section1250Gain

• Section1202Gain

• CollectiblesGain

• Section897Dividends

• Section897CaptitalGain

• NondividendDistributions

• FederalIncomeTaxWithheld

• Section199ADividends

• InvestmentExpenses

• ForeignTaxPaid

• ForeignCountryOrUSPossession

• CashLiquidation

• NoncashLiquidation

• FACTA - true or false.

• ExcemptInterestDividends

• PrivateAcitvityBond

• State1

• State2

• StateID1

• StateID2

• StateTax1

• StateTax2

Example: IRS Form 1099 DIV