Create a LibreOffice Calc spreadsheet using dividend data from a consolidated 1099 PDF tax form

The app reformulates the dividend data from a consolidated 1099 PDF into a LibreOffice Calc spreadsheet with multiple sheets and pivot tables. The main goal of the app is to help with filing individual income tax returns by making it easier to:

1. calculate the amount of dividend income from U.S. government securities,
2. calculate the amount of dividend income from foreign sources, and
3. understand how values, like Total ordinary dividends, on Form 1099-DIV are calculated.

The consolidated 1099 PDFs that may be compatible with the app have pages with a Detail for Dividends and Distributions header and, optionally, pages with a Mutual Fund and UIT Supplemental Information header. Multiple brokerage firms use this format.

The app can handle a consolidated 1099 PDF that has a Form 1099-DIV with non-zero data in the following boxes only:

• 1a – Total ordinary dividends
• 1b – Qualified dividends
• 2a – Total capital gain distributions
• 2b – Unrecaptured Section 1250 gain
• 3 – Nondividend distributions
• 5 – Section 199A dividends
• 7 – Foreign tax paid
• 12 – Exempt-interest dividends

The app has been tested on 64-bit Linux and 64-bit Windows systems. The app has not been tested with LibreOffice as Flatpak, Snap, AppImage, etc.

The dividend-reformulater app is licensed under the MIT License.

Before attempting to run the app, install the following software:

1. A build of OpenJDK 21 or higher, such as Eclipse Temurin 21 or Amazon Corretto 21
   • A JDK download can be used to build and/or run the app.
   • A JRE download is smaller and can be used to run the app, but not build it.
2. LibreOffice (25.2.x is recommended)

Builds of the app are available for Linux, MacOS, and Windows.

1. From the Releases page, download the .tar.gz or .zip distributable archive and the .sha256 file for your operating system.
2. Verify the integrity of the downloaded archive (e.g., on Linux, run sha256sum -c dividend-reformulater-2024.0.9-linux.tar.gz.sha256 from a terminal).
3. Extract the the files from the .tar.gz or .zip archive, keeping the directory structure that is in the archive.

See How to Build the App in the Wiki.

Test the app by running the app without any arguments from a terminal. For example,

java -jar dividend-reformulater-2024.0.9.jar

If the app was packaged properly for the system, the app displays the following message:

Usage: java -jar dividend-reformulater.jar <consolidated-1099.pdf>

However, if the app fails with a message like

java.lang.ClassNotFoundException: com.sun.star.comp.helper.Bootstrap

verify that the LibreOffice installation has a libreoffice.jar file. If the file exists, then either the wrong distributable archive was installed or the app needs to be repackaged with the correct absolute file URL of the libreoffice.jar file. See the Troubleshooting section on the How to Build the App page in the Wiki.

When a consolidated 1099 PDF is passed to the app, the app will launch LibreOffice Calc and populate multiple sheets. When the app has finished running, the form-1099-div sheet should be visible. The form-1099-div sheet is there as a sanity check; the user should verify that the values on the sheet match the values on the Form 1099-DIV in the consolidated 1099 PDF.

Note that the app does not save the spreadsheet. It is up to the user to decide whether or not to save the spreadsheet.