Form 1099-CAP Template

Use this form to record changes in corporate control and capital structure for a shareholder.

By using this template, you agree to our Template Terms of Use.

Why use a Form 1099-CAP?

A Form 1099-CAP helps organize corporation, shareholder, sale or exchange date, amount received, and stock details.

Record corporate changes

Capture sale or exchange date and aggregate amount received by the shareholder.
Track stock exchange data

Record number of shares exchanged and classes of stock exchanged.
Identify both parties

Keep corporation and shareholder names, addresses, TINs, and account number details.

This template covers corporation and shareholder details, sale or exchange information, and stock exchange fields.

Corporation details
Fields capture corporation name, address, telephone number, and taxpayer identification number.
Shareholder information
Includes shareholder name, address, taxpayer identification number, and account number.
Sale or exchange date
Provides a field for the date of the sale or exchange.
Amount received
Includes a field for the aggregate amount received by the shareholder.
Stock exchange fields
Covers number of shares exchanged and classes of stock exchanged.