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Extract IRS Form 1099-DIV Extractor Data — Tax Season Ready

Tax preparation requires processing hundreds of documents per client. Manual data entry increases errors and delays filings.

58
Fields Extracted
180s
Max Processing
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What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Tax Extraction
  • 1099 Processing
  • Dividend Reporting
  • 1099
  • 1099 Div

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "IRS Form 1099-DIV Extraction Schema",
  "description": "JSON Schema for extracted IRS Form 1099-DIV (Dividends and Distributions) data",
  "type": "object",
  "required": [
    "document_type",
    "tax_year",
    "payer",
    "recipient",
    "dividend_amounts"
  ],
  "properties": {
    "document_type": {
      "type": "string",
      "const": "1099-div",
      "description": "Document type identifier"
    },
    "tax_year":
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent tax.1099-div

See It In Action

Real extraction example showing input document and structured output.

Input Document
1099-DIV                                                    2024
Dividends and Distributions                                 Copy B
                                                           For Recipient

PAYER'S name, street address, city, state, ZIP code:
FIDELITY INVESTMENTS
PO BOX 770001
CINCINNATI, OH 45277

PAYER'S TIN: 00-0000000
PAYER'S telephone number: (800) 555-3456

RECIPIENT'S TIN: 000-00-1234

RECIPIENT'S name, street address, city, state, ZIP code:
ROBERT J ANDERSON
567 INVESTMEN
Extracted Data
{
  "document_type": "1099-div",
  "tax_year": "2024",
  "form_copy": "B",
  "corrected": false,
  "void": false,
  "payer": {
    "name": "FIDELITY INVESTMENTS",
    "address": {
      "street": "PO BOX 770001",
      "city": "CINCINNATI",
      "state": "OH",
      "zip": "45277"
    },
    "tin": "XX-XXX0000",
    "phone": "(800) 555-3456"
  },
  "recipient": {
    "name": "ROBERT J ANDERSON",
    "address": {
      "street": "567 INVESTMENT LANE",
      "city": "BOSTON",
      "state": "MA",
      "zip": "02101"
    },
    "tin": "XXX-XX-1234",
    "tin_type": "SSN",
    "account_number": "****7890"
  },
  "dividend_amounts": {
    "box_1a_total_ordinary_dividends": "4567.89",
    "box_1b_qualified_dividends": "3890.00",
    "box_2a_total_capital_gain": "1234.56",
    "box_2b_unrecaptured_1250_gain": "0.00",
    "box_2c_section_1202_gain": "0.00",
    "box_2d_collectibles_28_rate_gain": "0.00",
    "box_2e_section_897_ordinary_dividends": "0.00",
    "box_2f_section_897_capital_gain": "0.00",
    "box_3_nondividend_distributions": "0.00",
    "box_4_federal_tax_withheld": "0.00",
    "box_5_section_199a_dividends": "456.78",
    "box_6_investment_expenses": "0.00",
    "box_7_foreign_tax_paid": "67.89",
    "box_8_foreign_country": "VARIOUS",
    "box_9_cash_liquidation": "0.00",
    "box_10_noncash_liquidation": "0.00",
    "box_11_fatca_filing": false,
    "box_12_exempt_interest_dividends": "234.56",
    "box_13_private_activity_bond_dividends": "0.00"
  },
  "state_info": [
    {
      "state": "MA",
      "state_id": "00-0000000",
      "state_tax_withheld": "0.00"
    }
  ],
  "fund_specific": {
    "fund_name": "",
    "cusip": "",
    "percentage_federal_obligation": ""
  },
  "validation": {
    "payer_tin_valid": true,
    "recipient_tin_valid": true,
    "box_1b_le_box_1a": true,
    "dividends_reported": true,
    "year_valid": true
  }
}

Example demonstrating extraction of dividend income from Form 1099-DIV. Captures ordinary dividends, qualified dividends, capital gain distributions, and related tax information for investment income reporting.

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Frequently Asked Questions

What documents can IRS Form 1099-DIV Extractor process?

The IRS Form 1099-DIV Extractor template processes tax documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the IRS Form 1099-DIV Extractor extraction?

The IRS Form 1099-DIV Extractor template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the IRS Form 1099-DIV Extractor template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

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