IRS 1099DIV Software Reviews and Comparisons
Summary of 1099 DIV Software review criteria (Star Rating).
Excellent: 5 Stars, Very Good: 4 Stars, Good: 3 Stars, Fair: 2 Stars, Poor: 1 Star
- Ability to print 1099 Dividends and Distributions copy B for (For Recipient) on white paper.
- Ability to print 1099DIV Copy A on pre-printed forms you get from the IRS or you buy from office supplies stores.
- Ease of use, affordability and speed.
- Support for 1099-DIV electronic filing with IRS FIRE System.
One 1099 DIV Software used by many companies and tax professionals nationwide is called W2 Mate. You can learn more about this software by clicking here.
Detailed Criteria for 1099-DIV Software Reviews
| Review Criteria (Rating): Excellent, Very Good, Good, Fair or Poor |
W2 Mate software capabilities |
| Print 1099-DIV Copy B For Recipient and Copy C For Payer on white paper | Yes |
| Print data on 1099-DIV copy A (for Internal Revenue Service Center) | Yes |
| Number of 1099 DIV recipients | Unlimited |
| Number of 1099 DIV payers such as corporations and banks | Unlimited |
| Ability to generate form 1096 with box “1099-DIV 91” checked | Yes |
| Support for the following 1099 Dividends and Distributions boxes: 1a Total ordinary dividends, 1b Qualified dividends, 2a Total capital gain distr., 2b Unrecap. Sec. 1250 gain, 2c Section 1202 gain and 2d Collectibles (28%) gain | Yes |
| 1099DIV import from Intuit QuickBooks | Yes |
| 1099DIV import from Sage Peachtree | Yes |
| 1099DIV import from Sage DacEasy | Yes |
| 1099DIV import from Microsoft Dynamics (Great Plains) | Yes |
| Data import from Microsoft Excel and Comma Separated Value (CSV) files | Yes |
| Support for the following boxes: 3 Nondividend distributions, 4 Federal income tax withheld, 5 Investment expenses, 6 Foreign tax paid, 7 Foreign country or U.S. possession, 8 Cash liquidation distributions and 9 Noncash liquidation distributions | Yes |
| Support for 1099-DIV electronic filing. Compliance with IRS publication 1220 by populating Code “1” under “Type of Return” in Payer “A” Record and proper values under positions 544-750 for Payee “B” Record. | Yes |
| Ease of Use: 1099-DIV software that is intuitive, easy to understand and has simple data entry screens. | Very easy and simple to use |
| Ability to create 1099DIV printing labels | Yes |
| Includes 1099-DIV instructions such as: what to Report (Distributions, such as dividends, capital gain distributions, or nontaxable distributions, that were paid on stock and liquidation distributions.), amounts to report ($10 or more, except $600 or more for liquidations). | Yes |
| FREE Customer Support | Free technical support by phone, email and chat |
| Data Backup: Allows the user to backup and restore 1099 DIV data and records. | Yes |
| Data Export: Exports 1099-DIV data to excel including Total ordinary dividends, Qualified dividends, Total capital gain distr., recipient’s name, Section 1202 gain | Yes |
| Email Support: Some 1099-DIV software vendors provide email support. Usually free of charge. | Yes (free) |
| 1099DIV Tutorials: Many vendors include tutorials, which walk the user through 1099-DIV printing and electronic filing editing step-by-step. | Yes |
| FAQs / Knowledgebase: Provides a FAQs page on the website to answer common questions about the Dividends and Distributions software. | Yes |
| Phone Support: Provides customer service and technical support by phone free of charge. | Yes (free) |
| Live Chat Support: live chat button support where you can receive instant answers to your questions such as how to setup a 1099-DIV recipient and so on | Yes (free) |
| Help Documentation | Yes |
| 1099 DIV Software Supported Configurations | Windows 98, Me, 2000, XP, 2003 Server, Vista, Windows 7. |
| Supports MAC operating system | No, but you can use a solution for running Windows 1099-DIV applications on your Mac such as Parallels |