Extract Data from 1099-DIV Forms Instantly
Process 1099-DIV forms from any brokerage or mutual fund company. Our AI extracts total ordinary dividends, qualified dividends, capital gain distributions, nondividend distributions, and all other boxes.
What We Extract
- ✓Total ordinary dividends (Box 1a)
- ✓Qualified dividends (Box 1b)
- ✓Total capital gain distributions (Box 2a)
- ✓Section 1250 gain (Box 2b)
- ✓Foreign tax paid (Box 7)
- ✓Federal income tax withheld (Box 4)
How It Works
1
Upload your 1099-DIV (PDF or image)
2
AI reads every box in ~10 seconds
3
Review extracted dividend data
4
Export to your tax preparation workflow
Who Uses This
- →Tax preparers handling investment accounts
- →Financial advisors aggregating dividend data
- →CPAs processing K-1 and 1099-DIV reconciliations
Works With
VanguardFidelitySchwabTD AmeritradeE*TRADEMerrill LynchMorgan Stanleyand hundreds more
FAQ
Can you handle 1099-DIV from mutual fund companies?
Yes. We process 1099-DIVs from all major brokerages and mutual fund companies.