Where do I enter my 1099-DIV in TurboTax?
Form 1099-DIV reports dividend income you received from your investments.
To enter this in TurboTax Online:
Go to the Did you have investment income? screen in the Income section under Wages & Income 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
On the Let's find your account 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.
Select Enter a different way, then on the How do you want to add your investment docs? screen, you can either upload, snap a photo, or select Type it in myself to manually enter the info.
On the OK, let's start with one investment type screen, select 1099-DIV and continue.
Follow the on-screen instructions to enter the info from your 1099-DIV.
When you reach the 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 find your account screen, where you can choose a financial institution to import from, or select Enter a different way on the bottom of the screen.
To enter this in TurboTax Desktop:
Go to the Did you have investment income? screen by navigating to Federal Taxes > Wages & Income > I’ll choose what I work on > Interest and Dividends > Dividends on 1099-DIV > Start or Update 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
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.
Select Skip Import, and on the OK, let's start with one investment type screen, select 1099-DIV and continue.
Follow the on-screen instructions to enter the info from your 1099-DIV.
When you reach the Let’s finish pulling in your investment income screen, any forms that have been entered are listed.
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:
Follow Step 1 above.
When asked if you want to save time and connect your financial accounts, select Enter a different way.
Select Type it in myself, then on the OK, let's start with one investment type screen, select 1099-DIV and continue.
On the next screen, enter the info for the Payer's information box and box 1a, Total Ordinary Dividends, then select Continue.
Select the appropriate answer for Do these uncommon situations apply? and select Continue to complete the entry.
