Does the Form 1099-DIV have numbers in it or is it a blank one that was carried forward from a prior year? Did you import your Forms 1099-DIV? Did you try deleting it in "Forms Mode" if you have TurboTax Desktop?
To switch to "Forms Mode" you can click on Forms in the upper-right of your TurboTax screen. Then scroll down your left panel to the Form 1099-DIV and click on it. It will show in your right panel. Near the bottom left of the form there is a Delete button. When you press this you will get a pop-up box to confirm the deletion. You will select "Yes".
In TurboTax Online you will click on "Tax Tools" and then "Tools" and then select "Delete a Form" in your right panel and scroll to the Form 1099-DIV to delete.
To delete a form that came in the mail (i.e. W-2, 1098, or 1099) it's best to do it from within your return. You can do this as follows:
To delete Form 1099-DIV, you can do the following:
- Open/continue your return
- Click on "Search"
- And in the search bar type"1099-DIV"
- Select "Jump to 1099-DIV"
- It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
- Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
- Click on the "garbage can" to delete this form
You can enter your Form(s) 1099-DIV information using the steps below:
- Open your return
- In the search Bar enter Form 1099-DIV
- Select "Jump to 1099-DIV"
- It will ask, "Did you have investment income in 2024?" Select "Yes"
- Select "Continue"
- Select "Skip Import"
- You will Select your investment type which is "Dividend"
- You will "Continue"
- Then you will see the screen "Let's get the info from your 1099-DIV"
- You will type in the information from your Form 1099-DIV on that page
Click here for How Do I View and Delete Forms in TurboTax Online
Click here for "How to Delete Forms in TurboTax Desktop.
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