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TAX FORMS, US

Form 1099-DIV
Dividends and Distributions

Reports dividends and distributions paid during the year, including ordinary and qualified dividends and capital gain distributions.

What it is

The Form 1099-DIV, explained.

Reports dividends and distributions paid during the year, including ordinary and qualified dividends and capital gain distributions.

Key fields

What Intelligent Document Processing extracts

Recipient name and TINAccount numberOrdinary dividendsQualified dividendsCapital gain distributionsForeign tax paidFederal tax withheld
How IDP works
With FutureVault

How FutureVault handles the Form 1099-DIV.

Delivered at scaleBulk-deliver every Form 1099-DIV to the right client or partner firm vault, with a delivery record for each file.
Extracted on arrivalIntelligent Document Processing reads each Form 1099-DIV and captures its key fields, ready for your systems.
Corrections on recordAmended slips replace the originals in the vault, with both versions kept on record.
Related documents
Consolidated Form 1099Composite tax statementForm 1099-INTInterest IncomeForm 1099-BProceeds From Broker and Barter Exchange Transactions
Where it fits
Tax season deliveryBulk Document DistributionIntelligent Document Processing
FAQ

Form 1099-DIV questions, answered.

When is the Form 1099-DIV due?

By January 31, or February 15 when furnished as part of a consolidated statement. If a deadline falls on a weekend or public holiday, it moves to the next business day.

Can FutureVault extract data from the Form 1099-DIV?

Yes. Intelligent Document Processing reads the Form 1099-DIV and captures fields such as recipient name and tin, account number, ordinary dividends, with a confidence score on every field and human review for anything uncertain.

How does FutureVault handle the Form 1099-DIV?

Bulk-deliver every form 1099-DIV to the right client or partner firm vault, with a delivery record for each file. Intelligent Document Processing reads each Form 1099-DIV and captures its key fields, ready for your systems.

Every Form 1099-DIV, in the right vault.
Automatically.

See how FutureVault delivers, collects and understands the documents your firm works with.

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