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Level 2
June 6, 2019
Question

Can I use the free version of turbo-tax if I have to file a 1099-DIV?

  • June 6, 2019
  • 3 replies
  • 2 views
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3 replies

Level 15
June 6, 2019

Yes, Free Edition can handle a Form 1099-DIV.

Level 2
April 1, 2020

You can not use the free version if the amounts of all the interest/dividends exceeds 1,500. You will be upgraded to deluxe.

Level 2
March 28, 2023

Would be nice if they told you that before you used it. all over the internet I found it would do these 1099's. But no where did I see their was a limit. Only limt mentioned is $66,000 income.

Level 2
April 13, 2023

Yes, I have listed the 1099-DIV in my taxes done with TurboTax

Level 2
April 11, 2024

SOLUTION for 1099-DIV below $1,500: I had the same problem and Turbotax helped me resolve it, now I don't need deluxe! I clicked the "?" at the top of the page, told the AI that I needed to speak with a person, someone called me (free!), I asked to be transferred to Tier 2 assistance, I explained the situation, they had me screen share, and she gave me a special code to bypass the Deluxe fee! Must be a bug. Scroll down on this page for the justification that NON-Shedule-B 1099-DIV still gets the free version: https://turbotax.intuit.com/tax-tips/investments-and-taxes/what-is-a-schedule-b-irs-form/L9G2RijlF