1099 Electronic Filing Basics

1099-DIV Excel Template

Looking for a spreadsheet template you can use to file 1099-DIV Forms?

This page provides a 1099-DIV Excel Template you can download to your computer, populate using spreadsheet program and then import inside W2 Mate software to print and e-File your 1099-DIV tax forms.

DOWNLOAD 1099-DIV EXCEL TEMPLATE GO TO 1099 SOFTWARE DETAILS PAGE

Field Name

Notes

Example

Recipient's Identification number

This is a mandatory field.

Text field, maximum 11 characters long.

652-45-7888

Recipient's Name (Line One)

This is a mandatory field.

Text field, maximum 40 characters long.

John Doe

Recipient's Name (Line Two)

Text field, maximum 40 characters long.

 

Recipient's Address1

Text field, maximum 30 characters long.

South Orange Drive

Recipient's Address2

Text field, maximum 30 characters long.

Suite 500

Recipient's City

Text field, maximum 20 characters long.

Banana Town

Recipient's State

Must be one of the following:

 

AA, AC, AE, AK, AL, AP, AR, AS, AZ, CA,

CO, CT, DC, DE, FL, GA, GU, HI, IA, ID, IL,

IN, KS, KY, LA, MA, MD, ME, MI, MN, MO,

MP, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY,

OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA,

VI, VT, WA, WI, WV, WY

IL

Recipient's Zip Code

Text field, maximum 11 characters long.

25201

Account Number

Text field, maximum 12 characters long.

652-999

Box 1a (Total ordinary dividends)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5666.26

Box 1b (Qualified dividends)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5721.38

Box 2a (Total capital gain distr.)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5776.5

Box 2b (Unrecap. Sec. 1250 gain)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5831.62

Box 2c (Section 1202 gain)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5886.74

Box 2d (Collectibles (28%) gain)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5941.86

Box 3 (Nondividend distributions)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5996.98

Box 4 (Federal income tax withheld)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6052.1

Box 5 (Investment expenses)

Numeric field (shouldn’t include any non-numeric characters like a ",").

500.00

Box 6 (Foreign tax paid)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6162.34

Box 7 (Foreign country or U.S. possession)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6217.46

Box 8 (Cash liquidation distributions)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6272.58

Box 9 (Noncash liquidation distributions)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6327.7

Box 10 Exempt-interest dividends

Numeric field (shouldn’t include any non-numeric characters like a ",").

205.6

Box 11 Specified private activity bond interest dividends

Numeric field (shouldn’t include any non-numeric characters like a ",").

651.4

Box 12 State

Must be one of the following:

 

AA, AC, AE, AK, AL, AP, AR, AS, AZ, CA,

CO, CT, DC, DE, FL, GA, GU, HI, IA, ID, IL,

IN, KS, KY, LA, MA, MD, ME, MI, MN, MO,

MP, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY,

OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA,

VI, VT, WA, WI, WV, WY

NC

Box 13 State identification no

Text field, maximum 20 characters long.

8554-555-1

Box 14 State tax withheld

Numeric field (shouldn’t include any non-numeric characters like a ",").

205.6

FATCA filing requirement

This field can either be 1 or 0.

1 means the check box is checked and 0, means it is unchecked.

0

2nd TIN not.

This field can either be 1 or 0.

1 means the check box is checked and 0,means it’s unchecked.

0

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