You'll need to sign in or create an account to connect with an expert.
For tax filing purposes, using TurboTax (TT), it's fairly simple. Ordinary dividends in shown in box 1a of form 1099-DIV and qualified dividends in box 1b. You just enter these at the 1099-Div screen and TT does the rest.
The Edward Jones' statement is a consolidated 1099. Read it carefully; it follows the IRS forms 1099-Div, 1099-Int and 1099-B.Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
Richard137
New Member
BobbyC777
Level 2
davidcotey
Level 1
DanTheDapperMan
Level 1
jpawlicki
Level 2
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.