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Order of data for 1099-DIV Import

You can import data from a CSV file format or directly from an Excel file.

Each column has to be read in the correct sequence. The 1st column on your data identifies whether this information return is Void. The 2nd column has a value for Corrected and so forth following in the order below for the 1099-DIV:

Void
Corrected
Payer Name
Payer Address
Payer City
Payer State
Payer Zip
Payer Phone
Payer Federal identification number
payer Type of TIN
Recipient Federal identification number
Recipient Type of TIN
Recipient Name
Recipient Address
Recipient City
Recipient State
Recipient Zip
Account Number
2nd TIN notice
DIV_1A // total ordinary dividends
DIV_1B // qualified dividends
DIV_2A // total capital gain distr.
DIV_2B // unrecap. sec 1250 gain
DIV_2C // section 1202 gain
DIV_2D // collectibles (28%) gain
DIV_3 // nondividend distributions
DIV_4 // federal income tax withheld
DIV_5 // investments expenses
DIV_6 // foreign tax paid
DIV_7 // foreign country or us possession
DIV_8 // cash liquidation distributions
DIV_9 // noncash liquidation distributions

An example is as follows:

"0", "0", "Payer Name", "Payer Address", "Payer City", ...

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