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New Member
posted Jun 4, 2019 7:10:59 PM

What is the Schedule B part 2 code? Where do I find this information on my return ? Turbo Tax will not allow me to e-file without it ?

0 24 13060
24 Replies
New Member
Jun 4, 2019 7:11:00 PM

Please answer my question

New Member
Jun 4, 2019 7:11:02 PM

Schedule B, part 2 is the Dividends Section.

I would return to that Dividends section. If you have any dividends there, I would check to make sure they are correct. 

If you did not receive any dividends, then I would delete the items that are there.

You can then continue through the questions to make sure everything is correct.

You should enter all information for any Dividends directly from your Form 1099-DIV.

https://ttlc.intuit.com/replies/5646867

New Member
Jan 29, 2020 10:59:49 AM

I can not find a code for Schudel B part 2  and can not send my taxes with out it I had no divinds ad I checked all my answers on form all righ need to get this thing off 

Expert Alumni
Jan 29, 2020 5:36:48 PM

Check to see if there are any dividend entries in your return.  there may be an entry lingering from last year that no longer apply this year. If so, then the entry needs to be deleted.

 

1)   Sign into your account 

 

2.   From the top, select tab Federal Taxes / Wages and Income 

 

3)   Scroll to All income

 

4)   Scroll to interest and Dividends

 

5)   Select Show More

 

6)   Select Dividends on 1099-DIV Select Revisit

 

7)   See if there is a dividend entry listed. If so, delete it.

 

 

New Member
Jan 31, 2020 4:42:06 PM

didn't help

Intuit Alumni
Jan 31, 2020 6:29:18 PM

In your TurboTax:

 

1.  Choose Income & Expenses

2.  Scroll down and choose Interest & Dividends

3.  Choose Dividends on 1099 DIV and select Revisit

 

Check the entries in this section against your 1099 DIV forms.

New Member
Feb 2, 2020 10:46:04 AM

If you go to tax tools you can delete the form and then move on.

New Member
Feb 8, 2020 8:23:33 AM

I'm not seeing the option 

New Member
Feb 8, 2020 8:28:42 AM

Where can I find tax tools

Expert Alumni
Feb 8, 2020 10:01:47 AM

Tax tools is on the menu on the left-hand side of the screen. Please see the screenshot below.

 

 

 

To delete a form please follow these steps:

 

  1. Log into TurboTax and select any topic to continue
  2. Click on "Tax Tools" from the menu on the left-hand side of the screen and then click on "Tools"
  3. Click on "Delete a Form"
  4. Scroll down to "Schedule B" and click on "Delete"
  5. Click on "Delete Selected Form" and then "Continue"
  6. Scroll down and click on "Continue with my return"

 

 

@lele1105

 

 

 

New Member
Feb 19, 2020 8:49:47 PM

What is the Schedule B part 2 code? Where do I find this information on my return ? Turbo Tax will not allow me to e-file without it ?

Expert Alumni
Feb 21, 2020 11:35:41 AM

Schedule B, Part 2 is for dividend income entries. If you received any dividends in 2019, you can review your entries by following these steps:

 

  1. Click on Wages and Income at the top of the screen
  2. Scroll down to Interest and Dividends and click on Show More
  3. Click on Start or Revisit next to Dividends on 1099-DIV
  4. Review your entries. If you did not receive any dividends, you can delete any entries by clicking on the "trashcan" icon on the far right-hand side.

New Member
Feb 27, 2020 8:17:31 PM

I've tried these steps. I cannot seem to get to the place to remove this information, I assumed I had to put something so I put 0, now it requires me to enter a code. I have no dividends to report I just want to move on. But it keeps bringing me to the end of the filing and telling me to enter the code. How do I get around this?

 

Expert Alumni
Mar 1, 2020 11:07:46 AM

Schedule B part 2 is referencing a schedule that provides supporting detail to interest and dividends reported on lines 2 and 3 of Form 1040, page 1.

To refer to a code requested, implies that this may be a state return issue. TurboTax Expert ColeenD3 suggests checking out this THREAD for steps to find the -0-'s.

 

To find the federal dividend form information, follow these steps:

  • From the left menu, select Federal

  • Wages & Income

  • Scroll down to Interest & Dividends and click Show More

  • Dividends on 1099-DIV and click Revisit

Unless specifically prompted to enter -0-, it is best to leave the box blank in this section for blank boxes on Form 1099-DIV. It should be entered exactly as received.

 

The easiest thing to do would be to delete the form and re-add it rather than trying to comb through and find the -0-'s that were entered.

 

  • Follow these steps from TurboTax Expert Irene2805 to delete a form: 

    • TurboTax Online

      • While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).  

      • In the Tools Center, under Other helpful links click on Delete a form.

      • Click Delete next to the form you want to delete and follow the onscreen instructions. 

      • Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).

    • TurboTax CD/Download

      • Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar. 

      • In the Forms in My Return list on the left, click on the form you wish to open and delete.

      • Click on the Delete Form box at the bottom of the screen.

      • To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.  

  • To re-add Form 1099-DIV

    • From the left menu, select Federal

    • At Wages & Income, scroll down below all income and find Interest and Dividends. Click Show more.

    • By Dividends on 1099-DIV, click Start/Revisit and re-enter the details for Form 1099-DIV

[Edited 3/1/2020 | 3:57 PM PST]

@tiffanyb947 

@tarwo12 

@lele1105 

@aloeplant567 

@ES25 

@modicajohn1 

@frankj318 

New Member
Mar 29, 2020 3:47:33 PM

I see that I'm not the only one having this problem. I've tried all the advice on here from going into the Additional income dividend area and clearing out any numbers to going to forms and deleting the form needed to be filled out (225).

To no avail the problem kept arising. This is odd because I never even filled out anything for dividends, from the start...  I even went through the entire form (both Fed & State) from start to finish and still had the same issue. It's either a glitch that Intuit doesn't know about or they do know about and was there to force you to use their advice services. 

Expert Alumni
Mar 29, 2020 4:13:05 PM

Are you saying that you don't have a schedule B in your return? 

Please follow these steps to see if you have a schedule B in your tax forms. 

First, click Federal and then Wages & Income

Scroll down the list to see if you entered any investment income. 

If not, look over your 1040. 

Finally, sign into your account and go into the return

Open the “Tax Tools” drop-down on the left side bar

Click on “Tools” on that drop-down

Click Delete a form (the third one down) on the “Tools Center” screen

Scroll down and click “Delete” next to Schedule B if there is on on the list. 

 

New Member
Feb 14, 2021 1:40:37 AM

I can’t get pas this point where can I find this code to get pass this point

Expert Alumni
Feb 15, 2021 6:25:15 PM

@Threadgill-angela Schedule B, Part II is Ordinary Dividends.   Check your 1099-DIV entries by typing '1099-div' in the Search area, then click on 'Jump to 1099-div'.

 

You can then EDIT your 1099-Div info.

 

Click this link for instructions on How to Enter 1099-Div.

 

If you imported your 1099-Div, you could delete/re-enter it manually. 

Returning Member
May 11, 2021 4:49:39 PM

go to "delete form" under tools

search for additions/subtractions form 225 in the NY section.

Delete the form.

Review should pass.

New Member
Feb 13, 2022 8:01:06 AM

i cannot get pass this i try a lot of times like two days and still  can't help me please

Expert Alumni
Feb 13, 2022 5:38:58 PM

@Neval1221 Please follow the advice above to either check the dividend entries on your tax return or delete the forms associated with this error.

New Member
Mar 7, 2022 9:38:12 AM

I am having the same problem  - what code did you use?

Expert Alumni
Mar 7, 2022 9:56:32 AM

The code should be identified on your 1099.  Please use the advice listed here to double-check your form entries.

 

@Alison9

Returning Member
Jun 14, 2022 12:50:24 PM

this along with deleting schedule b worked like a charm. I struggled for hours, this was by far the most helpful. thank you so much