From 0a862ae150bb7f9c8b2d198d0807a348525e0c14 Mon Sep 17 00:00:00 2001 From: Akash Sadashivapeth Date: Mon, 23 Jun 2025 16:46:53 -0400 Subject: [PATCH] Updated and fixed the 1099-div documentation --- schema/2024-11-30-ga/us-tax/1099/1099-div.md | 71 ++++++++++++-------- 1 file changed, 44 insertions(+), 27 deletions(-) diff --git a/schema/2024-11-30-ga/us-tax/1099/1099-div.md b/schema/2024-11-30-ga/us-tax/1099/1099-div.md index 742789f..53fdb92 100644 --- a/schema/2024-11-30-ga/us-tax/1099/1099-div.md +++ b/schema/2024-11-30-ga/us-tax/1099/1099-div.md @@ -1,4 +1,4 @@ -# Document Intelligence US tax form 1099-H model +# Document Intelligence US tax form 1099-DIV model ## 2024-11-30 (GA) @@ -10,33 +10,50 @@ #### Model ID -**prebuilt-tax.us.1099H** - +**prebuilt-tax.us.1099DIV** ### Supported document fields + +| Field | Type | Description | Example | |:------|:-----|:------------|:--------| -|`TaxYear`|`string`|Tax Year extracted from Form 1099-H.|2022| -|`Issuer`|`object`||| -|`Issuer.TIN`|`string`|Issuer tax identification number.|123-45-6789| -|`Issuer.Name`|`string`|Issuer full name as written on the form.|John Smith| -|`Issuer.Address`|`address`|Issuer address.|123 Microsoft Way, Redmond WA 98052| -|`Issuer.PhoneNumber`|`phoneNumber`|Issuer Phone Number.|+19876543210| +|`TaxYear`|`string`|Tax Year extracted from Form 1099-DIV.|2023| +|`Payer`|`object`||| +|`Payer.TIN`|`string`|Payer tax identification number.|12-3456789| +|`Payer.Name`|`string`|Payer full name as written on the form.|CONTOSO BANK| +|`Payer.Address`|`address`|Payer address.|P.O. BOX 6543, SEATTLE WA 98122-4567| +|`Payer.PhoneNumber`|`string`|Payer Phone Number.|1-206-123-4567| |`Recipient`|`object`||| -|`Recipient.TIN`|`string`|Recipient tax identification number.|123-45-6789| -|`Recipient.Name`|`string`|Recipient full name as written on the form.|John Smith| -|`Recipient.Address`|`address`|Recipient address.|123 Microsoft Way, Redmond WA 98052| -|`Box1`|`number`|Box 1 extracted from Form 1099-H.|123456| -|`Box2`|`number`|Box 2 extracted from Form 1099-H.|123456| -|`Box3`|`number`|Box 3 extracted from Form 1099-H.|123456| -|`Box4`|`number`|Box 4 extracted from Form 1099-H.|123456| -|`Box5`|`number`|Box 5 extracted from Form 1099-H.|123456| -|`Box6`|`number`|Box 6 extracted from Form 1099-H.|123456| -|`Box7`|`number`|Box 7 extracted from Form 1099-H.|123456| -|`Box8`|`number`|Box 8 extracted from Form 1099-H.|123456| -|`Box9`|`number`|Box 9 extracted from Form 1099-H.|123456| -|`Box10`|`number`|Box 10 extracted from Form 1099-H.|123456| -|`Box11`|`number`|Box 11 extracted from Form 1099-H.|123456| -|`Box12`|`number`|Box 12 extracted from Form 1099-H.|123456| -|`Box13`|`number`|Box 13 extracted from Form 1099-H.|123456| -|`Box14`|`number`|Box 14 extracted from Form 1099-H.|123456| -|`IsCorrected`|`boolean`|Indicates whether form is a corrective filing.|:selected:| \ No newline at end of file +|`Recipient.TIN`|`string`|Recipient tax identification number.|987-65-4321| +|`Recipient.Name`|`string`|Recipient full name as written on the form.|PASCALE WEYDERT| +|`Recipient.Address`|`address`|Recipient address.|123 FREMONT AVE, APT. 55, SEATTLE WA 98001-0432| +|`Recipient.AccountNumber`|`string`|Recipient account number.|i123456789| +|`Transactions`|`array`|List of transactions reported in the Form 1099-DIV|| +|`Transactions.*`|`object`||| +|`Transactions.*.Box1a`|`number`|Box 1a - Total ordinary dividends extracted from Form 1099-DIV.|123456| +|`Transactions.*.Box1b`|`number`|Box 1b - Qualified dividends extracted from Form 1099-DIV.|321| +|`Transactions.*.Box2a`|`number`|Box 2a - Total capital gain distributions extracted from Form 1099-DIV.|654| +|`Transactions.*.Box2b`|`number`|Box 2b - Unrecaptured Sec. 1250 gain extracted from Form 1099-DIV.|987| +|`Transactions.*.Box2c`|`number`|Box 2c - Section 1202 gain extracted from Form 1099-DIV.|741| +|`Transactions.*.Box2d`|`number`|Box 2d - Collectibles (28%) gain extracted from Form 1099-DIV.|852| +|`Transactions.*.Box2e`|`number`|Box 2e - Section 897 ordinary dividends extracted from Form 1099-DIV.|369| +|`Transactions.*.Box2f`|`number`|Box 2f - Section 897 capital gain extracted from Form 1099-DIV.|258| +|`Transactions.*.Box3`|`number`|Box 3 - Nondividend distributions extracted from Form 1099-DIV.|159| +|`Transactions.*.Box4`|`number`|Box 4 - Federal income tax withheld extracted from Form 1099-DIV.|1850.25| +|`Transactions.*.Box5`|`number`|Box 5 - Section 199A dividends extracted from Form 1099-DIV.|654| +|`Transactions.*.Box6`|`number`|Box 6 - Investment expenses extracted from Form 1099-DIV.|987| +|`Transactions.*.Box7`|`number`|Box 7 - Foreign tax paid extracted from Form 1099-DIV.|731| +|`Transactions.*.Box8`|`string`|Box 8 - Foreign country or U.S. possession extracted from Form 1099-DIV.|U.S.| +|`Transactions.*.Box9`|`number`|Box 9 - Cash liquidation distributions extracted from Form 1099-DIV.|761| +|`Transactions.*.Box10`|`number`|Box 10 - Noncash liquidation distributions extracted from Form 1099-DIV.|943| +|`Transactions.*.Box11`|`boolean`|Box 11 - FATCA filing requirement extracted from Form 1099-DIV.|:unselected:| +|`Transactions.*.Box12`|`number`|Box 12 - Exempt-interest dividends extracted from Form 1099-DIV.|751| +|`Transactions.*.Box13`|`number`|Box 13 - Specified private activity bond interest dividends extracted from Form 1099-DIV.|962| +|`Transactions.*.StateTaxesWithheld`|`array`|State Taxes Withheld extracted from Form 1099-DIV|| +|`Transactions.*.StateTaxesWithheld.*`|`object`||| +|`Transactions.*.StateTaxesWithheld.*.Box14`|`string`|Box 14 - State extracted from Form 1099-DIV.|WA| +|`Transactions.*.StateTaxesWithheld.*.Box15`|`string`|Box 15 - State identification number extracted from Form 1099-DIV.|123456789| +|`Transactions.*.StateTaxesWithheld.*.Box16`|`number`|Box 16 - State tax withheld extracted from Form 1099-DIV.|321| +|`Transactions.*.CompanyPaidFees`|`string`|Company paid fees extracted from Form 1099-DIV.|| +|`Transactions.*.CompanyPaidServiceCharges`|`string`|Company paid service charges extracted from Form 1099-DIV.|| +|`Transactions.*.ReinvestmentDiscount`|`string`|Reinvestment discount extracted from Form 1099-DIV.|| +|`IsCorrected`|`boolean`|Indicates whether form is a corrective filing.|:unselected:|