Step by Step instructions on how to import 1099-DIV data from CSV or Excel file.
Our 1099 DIV Software can import recipient information, 1099 DIV amounts and other form 1099-DIV boxes from CSV format. CSV (comma separated value) is the most common format used in order to transfer data between different types of databases. Most software and database applications will allow you to export 1099 data into CSV format, which can then be imported into W2 Mate. If your software exports data to Microsoft Excel format, you can save the Excel file as CSV (Comma Delimited) and then do the import into W2 Mate.
(1) Go to Import Data>> 1099-Div Forms (CSV – Excel).
(2) Select the character that is used to separate data categories (columns). The default value should be OK in most cases.
(3) Select the character that is used to enclose strings. The default value should be OK in most cases.
(4) Select the input 1099 DIV text or CSV file you are trying to import.
(5) Once you select the input file you should see a preview for the contents of the file (1099 DIV data columns).
(6) Map the data by clicking with the Left mouse on each of the columns.
(7) Once you have defined all the required fields, hit the Import button to import the new data.
| 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 38 characters long. | John Doe |
| Recipient’s Name (Line Two) | Text field, maximum 38 characters long. | |
| Recipient’s Address1 | Text field, maximum 30 characters long. | South Orange Drive |
| 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 |
| 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 |
If you are trying to import 1099 DIV from QuickBooks, Great Plains, Microsoft Dynamics, DacEasy or Sage Peachtree you can use the import wizards specific for each software.
Start printing form 1099 DIV today, visit our 1099 software page.