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