- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Thanks for the input so far. The brokerage refers to the form as a Consolidated Form 1099, and it includes the information from the 1099-DIV, 1099-MISC and 1099-INT. The entire document is 26 pages, even though this is a pretty modest or middle of the road account. The numbers appear very clearly on TurboTax as they do on the Summary Box listing Dividends and Distributions, Summary of Proceeds, Gains & Losses, Adjustments and Withholding, Miscellaneous Information, Section 1256 Contracts, and Interest Income, with all of this summarized in two pages before they go into the detailed breakdown. This is from a pretty large, national brokerage firm. The numbers appear to me to be treated appropriately on the 1040 return, page 1. It is just on this Summary page at the end of this section of TurboTax. To me it seems more likely a hitch in the TurboTax program rather than the brokerage firm or how it was downloaded.