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Level 2
February 28, 2020
Solved

Revised 1099-DIV and 1099-B

  • February 28, 2020
  • 3 replies
  • 38 views

I received a revised 1099-DIV and 1099-B. TurboTax has a place for revised W-2's and 1099-R, but not this. I've already filed and received my refund. This is for tax year 2019. What do I need to do to properly fill out the amended return?

    Best answer by DoninGA

    @jhoytva wrote:

    Your answer does not address my question. I am specifically asking about a revised 1099-DIV and 1099-B. Turbotax's amend instructions in the program address revised W-2's and 1099-INT's only.


    To report dividend income received -

    • Click on Federal Taxes (Personal using Home & Business)
    • Click on Wages and Income (Personal Income using Home & Business)
    • Click on I'll choose what I work on
    • Under Interest and Dividends
    • On Dividends on 1099-DIV, click on the start or update button

    Or enter dividend income in the Search box locate in the upper right of the program screen.  Click on Jump to dividend income

     

     

    To enter an investment sale from a brokerage account (1099-B), follow the steps below.

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Wages and Income (Personal Income using Home and Business)
    • Click on I'll choose what I work on (if shown)
    • Under Investment Income
    • On Stocks, Mutual Funds, Bonds, Other, click the start or update button

    Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

    3 replies

    MarilynG
    Level 15
    February 28, 2020

    Click this link for instructions on How to Amend a 2019 Return

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    jhoytvaAuthor
    Level 2
    March 2, 2020

    Your answer does not address my question. I am specifically asking about a revised 1099-DIV and 1099-B. Turbotax's amend instructions in the program address revised W-2's and 1099-INT's only.

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    March 2, 2020

    @jhoytva wrote:

    Your answer does not address my question. I am specifically asking about a revised 1099-DIV and 1099-B. Turbotax's amend instructions in the program address revised W-2's and 1099-INT's only.


    To report dividend income received -

    • Click on Federal Taxes (Personal using Home & Business)
    • Click on Wages and Income (Personal Income using Home & Business)
    • Click on I'll choose what I work on
    • Under Interest and Dividends
    • On Dividends on 1099-DIV, click on the start or update button

    Or enter dividend income in the Search box locate in the upper right of the program screen.  Click on Jump to dividend income

     

     

    To enter an investment sale from a brokerage account (1099-B), follow the steps below.

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Wages and Income (Personal Income using Home and Business)
    • Click on I'll choose what I work on (if shown)
    • Under Investment Income
    • On Stocks, Mutual Funds, Bonds, Other, click the start or update button

    Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales