Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 22, 2025 10:45:39 AM

where can I upload my National Financial Services 1099-DIV on my amended tax return

where can I upload my National Financial Services 1099-DIV on my amended tax return

0 2 3107
2 Replies
Expert Alumni
Feb 23, 2025 9:25:01 AM

Here is how to amend your return and add the missed 1099-DIV:

 

  1. Log in to your TurboTax Online account, choose 2024, then Amend 
  2. Answer the first few questions, then select your reason for amending.
  3. Navigate to Federal Taxes in the upper left, then Wages and Income.
  4.  Add or Edit Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) > Add/Edit
  5. Choose Add Investments
  6. Choose "Enter a different way" 
  7. Select 1099-DIV and continue
  8. Either upload or choose "Type it in myself"
  9. Enter the information from the 1099-DIV requested in the interview

When you start to amend your return, your refund or tax due will be $0. After you add the 1099-DIV, it will increase to the new amount due.

 

Here is some information you may find helpful: How to File an Amended Tax Return with the IRS

New Member
Feb 23, 2025 10:03:40 AM

Yay. Ty so much😁