Extract Data from 1099-DIV Forms with AI
Process common 1099-DIV layouts and extract fields such as ordinary dividends, qualified dividends, capital-gain distributions, nondividend distributions, and withholding for review.
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 identifies configured dividend fields
3
Review extracted data and confidence scores
4
Export the reviewed result
Who Uses This
- →Tax preparers handling investment accounts
- →Financial advisors aggregating dividend data
- →CPAs processing K-1 and 1099-DIV reconciliations
Representative Source Layouts
VanguardFidelitySchwabTD AmeritradeE*TRADEMerrill LynchMorgan StanleyTest your own sample before scaling
FAQ
Can I test a brokerage or mutual-fund 1099-DIV?
Yes. Use a representative file and review the extracted fields and confidence signals against the source document.