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Level 2
posted Feb 28, 2020 10:30:40 AM

Revised 1099-DIV and 1099-B

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?

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1 Best answer
Level 15
Mar 2, 2020 10:56:47 AM


@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
Employee Tax Expert
Feb 28, 2020 10:51:29 AM

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

Level 2
Mar 2, 2020 10:52:08 AM

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.

Level 15
Mar 2, 2020 10:56:47 AM


@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