Form 1099-DIV data entry
To enter Form 1099-DIV, Dividends and Distributions, you can either:
- Use Source Data Entry.
- Use the following table to find where to enter the information.
note
Boxes 2e and 2f don't need to be entered for U.S. Individuals. View the instructions for Form 1099-DIV.
Form field | Folder > Screen | Field | Statement column |
|---|---|---|---|
Payer's name | Income > B&D | Dividend Income statement window | Description |
Recipient's TIN | Income > B&D | Dividend Income statement window | T S J |
Box 1a - Total ordinary dividends | Income > B&D | Dividend Income statement window | Ord Div |
Box 1b - Qualified dividends | Income > B&D | Dividend Income statement window | Qual Div |
Box 2a - Total capital gain distr | Income > B&D | Dividend Income statement window | Total CG |
Box 2b - Unrecap Sec. 1250 gain | Income > B&D | Dividend Income statement window | Sec 1250 |
Box 2c - Section 1202 gain | Income > B&D | Dividend Income statement window | Sec 1202 |
Box 2d - Collectibles (28%) gain | Income > B&D | Dividend Income statement window | 28% CG |
Box 3 - Nondividend distributions | General > Info | Record of nondividend and liquidating distributions statement window | Nondividend distribution |
Box 4 - Federal income tax withheld | Income > B&D | Dividend Income statement window | Fed W/H |
Box 5 - Section 199A dividends | Income > B&D | Dividend Income statement window | Sec. 199A Div |
Box 6 - Investment expenses | Income > B&D | Dividend Income statement window | Inv Exp |
Box 7- Foreign tax paid | Income > B&D | Dividend Income statement window | Frgn Tx Pd |
Box 8 - Foreign country or US possession | Income > B&D | Foreign country or possession code/name | N/A |
Box 9 - Cash liquidation distributions | General > Info | Record of nondividend and liquidating distributions statement window | Cash liquidation distribution |
Box 10 - Noncash liquidation distributions | General > Info | Record of nondividend and liquidating distributions statement window | Noncash liquidation distribution |
Box 11 - FATCA filing requirement | Income > B&D | Dividend Income statement window | FATCA |
Box 12 - Exempt-interest dividends | Income > B&D | Dividend Income statement window | Tax Exempt Amount |
Box 13 - Specified private activity bond interest dividends | Income > B&D | Dividend Income statement window | AMT Exempt Div (PAB) |
Box 14 - State | Income > B&D | Dividend Income statement window | State |
Box 15 - State identification no. | Income > B&D | Dividend Income statement window | State ID No. |
Box 16 - State tax withheld | Income > B&D | Dividend Income statement window | State W/H |
note
- To access the columns for foreign amounts, select
Show foreign columnsfrom the toolbar. - Liquidating distributions (cash or noncash) are a form of a return of capital. Any liquidating distribution you receive isn't taxable to you until you've recovered the basis of your stock. After the basis of your stock has been reduced to zero, you'll report the liquidating distribution as capital gain. If the total liquidating distributions received are less than the basis of the stock, a capital loss is generated. To maintain a record of the liquidating distributions received for the tax year, use theRecord of nondividend and liquidating distributionsfield on theInfoscreen in theGeneralfolder. For more information about the treatment of liquidating distributions, check Chapter 1 in IRS Publication 550.
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