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Interest and dividends

Form 1099-DIV data entry

To enter Form 1099-DIV, Dividends and Distributions, you can either:
  • Use Source Data Entry.
  • Use the following table to find where to enter the information.
Form field
Folder > Screen
Field
Statement column
Payer's name
Income > B&D
Dividend Income statement window
Description
Recipient's TIN
Income > B&D
Dividend Income statement window
T S J
Box 1a - Total ordinary dividends
Income > B&D
Dividend Income statement window
Ord Div
Box 1b - Qualified dividends
Income > B&D
Dividend Income statement window
Qual Div
Box 2a - Total capital gain distr
Income > B&D
Dividend Income statement window
Total CG
Box 2b - Unrecap Sec. 1250 gain
Income > B&D
Dividend Income statement window
Sec 1250
Box 2c - Section 1202 gain
Income > B&D
Dividend Income statement window
Sec 1202
Box 2d - Collectibles (28%) gain
Income > B&D
Dividend Income statement window
28% CG
Box 3 - Nondividend distributions
General > Info
Record of nondividend and liquidating distributions statement window
Nondividend distribution
Box 4 - Federal income tax withheld
Income > B&D
Dividend Income statement window
Fed W/H
Box 5 - Section 199A dividends
Income > B&D
Dividend Income statement window
Sec. 199A Div
Box 6 - Investment expenses
Income > B&D
Dividend Income statement window
Inv Exp
Box 7- Foreign tax paid
Income > B&D
Dividend Income statement window
Frgn Tx Pd
Box 8 - Foreign country or US possession
Income > B&D
Foreign country or possession code/name
N/A
Box 9 - Cash liquidation distributions
General > Info
Record of nondividend and liquidating distributions statement window
Cash liquidation distribution
Box 10 - Noncash liquidation distributions
General > Info
Record of nondividend and liquidating distributions statement window
Noncash liquidation distribution
Box 11 - FATCA filing requirement
Income > B&D
Dividend Income statement window
FATCA
Box 12 - Exempt-interest dividends
Income > B&D
Dividend Income statement window
Tax Exempt Amount
Box 13 - Specified private activity bond interest dividends
Income > B&D
Dividend Income statement window
AMT Exempt Div (PAB)
Box 14 - State
Income > B&D
Dividend Income statement window
State
Box 15 - State identification no.
Income > B&D
Dividend Income statement window
State ID No.
Box 16 - State tax withheld
Income > B&D
Dividend Income statement window
State W/H

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

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