1099-DIV - Form Data CSV Ingestion Template Guide

Please see the table below for details on each field of the 1099-DIV Form Data Template. The CSV template is also attached to the bottom of this article.

An Account must be created prior to ingesting Form Data. There should typically be a single row for each Account in the template; however, if the income applies to multiple states, there may be a separate row for each state. The state field is only required if there is state withholding, or if the income is attributable to a state that is different from the Account Owner’s address.

Please note: For more information on all of the 1099-DIV data requirements, please refer to this guide: 1099-DIV - Data Requirements

Field	Headers	Format	Example
Account ID	account_id	String	12345678
Total ordinary dividends (Box 1a)	total_ordinary_dividends	Dollar Amount	100
Qualified dividends (Box 1b)	qualified_dividends	Dollar Amount	100
Total capital gain distribution (Box 2a)	total_capital_gain_distribution	Dollar Amount	100
Unrecap Section 1250 gain (Box 2b)	unrecap_section_1250_gains	Dollar Amount	100
Section 1202 gain (Box 2c)	section_1202_gain	Dollar Amount	100
Collectibles (28%) gain (Box 2d)	collectibles_gain	Dollar Amount	100
Section 897 ordinary dividends (Box 2e)	section_897_ordinary_dividends	Dollar Amount	100
Section 897 capital gain (Box 2f)	section_897_capital_gain	Dollar Amount	100
Nondividend distributions (Box 3)	nondividend_distributions	Dollar Amount	100
Federal income tax withheld (Box 4)	federal_tax_withheld	Dollar Amount	100
Section 199A dividends (Box 5)	section_199a_dividends	Dollar Amount	100
Investment expense (Box 6)	investment_expense	Dollar Amount	100
Foreign tax paid (Box 7)	foreign_tax_paid	Dollar Amount	100
Foreign country or U.S. possession (Box 8)	foreign_country_or_us_possession	Enum	LU
Cash liquidation distributions (Box 9)	cash_liquidation_distributions	Dollar Amount	100
Noncash liquidation distributions (Box 10)	noncash_liquidation_distributions	Dollar Amount	100
Exempt-interest dividends (Box 12)	exempt_interest_dividends	Dollar Amount	100
Specified private activity bond interest dividends (Box 13)	specified_private_activity_bond_interest_dividends	Dollar Amount	100
State (Box 14)	state	Enum	NY
State identification no. (Box 15)	payers_state_number	String	3874938
State tax withheld (Box 16)	state_tax_withheld	Dollar Amount	100
Security Description	security_description	String	Alphabet Inc.
CUSIP Number	cusip_number	String	02079K305
Payable Date	payable_date	MM/DD/YYYY	10/12/2024
Dividend Distributions	dividend_distributions	Dollar Amount	100
Short-Term Capital Gains	short_term_gains	Dollar Amount	100

Please see below for the enums available for each of the applicable fields.

Header	Enum
foreign_country_or_us_possession	Country Names and Codes
state	State Names and Codes

Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.

1099-DIV_Form-Data-Ingestion-Template.csv