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Where do I enter my 1099-DIV in TurboTax Online?

by TurboTax•1626• Updated 4 days ago

Form 1099-DIV reports dividend income you received from your investments. To enter this in TurboTax Online:

  1. Go to the Did you have investment income? screen and select Yes.
    • Select +Add investments if you arrive at one of these screens:
      • Let’s finish pulling in your investment income
      • Your investments & savings
      • Here's your 1099-DIV info
  2. On the Let's import your tax info screen, you have a choice for how to enter your 1099-DIV:
    • To import your form:
      • Select your bank or brokerage from the list
      • Enter your sign-in info for your online account
      • Select Get my form. 
    • To use bank credentials, an image file, a QR code, or manual entry:
      • Select Enter a Different Way.
      • On the OK let's start with one investment type screen, select Dividends - 1099-DIV and select Continue.
      • On the How would you like to upload your 1099-DIV? screen, either select your digital method and select Continue or, select Type it in myself.
  3. Follow the onscreen instructions to enter the info from your 1099-DIV.
  4. When you reach the screen Let’s finish pulling in your investment income screen, any forms that have been entered are listed.
    • If you need to enter another 1099-DIV, select +Add Investments, which takes you to the Let's import your tax info screen.

Note: Don't combine the amounts from two or more 1099-DIV forms if they're from the same payer—enter each form separately.

What if my dividends are $10 or less?

You still need to report your dividend income, no matter the amount. However, your bank or stockbroker isn't required to send you a 1099-DIV, so you might not have one.

To report your dividend income without a 1099-DIV:

  1. Follow Steps 1-4 above.
  2. On the screen Let's import your tax info, select Enter a Different Way, select 1099-DIV, then Continue.
  3. Select Type it in Myself.
  4. On the next screen, enter the info for the Payer's information box and box 1a, Total Ordinary Dividends, then Continue.
  5. Select appropriate answer for Do these uncommon situations apply? and select Continue.