Get your taxes done using TurboTax

Here are a few troubleshooting tips for importing your Form 1099.

• Make sure you're selecting the correct partner in TurboTax (some have similar-sounding names).
• Make sure you're using the proper sign in credentials on the import page, and that you have a working internet connection. A wired connection, may be more stable than wireless.
• Finally, make sure your forms are available to import into TurboTax. Forms will be available to view on the brokerage side, but are not enabled for import yet.

If the steps above do not resolve your import errors, consider the following solutions that have worked for some customers:

• Confirm you have enabled third-party access to your account information.
• Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
• Double-check that you're entering the right credentials on the import screen. You could be asked to enter any combination of username and password, fund number, account number, or document ID number.
• Check with your brokerage to see if you need to be enrolled in online access in order to import.
• If you're using TurboTax Desktop, make sure your program is up to date. Run all of your TurboTax updates.
• When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.

Here are the instructions on how to import your Form 1099-DIV:

To enter this in TurboTax Online:

1. Sign in to your TurboTax account and open (continue) your return.
2. Select Federal from the left menu, then Wages & Income.
3. Locate the section titled Investments & Savings and click open to Edit/Add.
4. Click Yes on the screen Did you have investment income?
   • If you see the screen Your investments & savings or Here's your 1099-DIV info, select +Add investments.
5. Choose how you'd like to enter your 1099-DIV:
   • If you want to import your form, select your bank or brokerage from the list, enter your sign-in info for your online account, and select Get my form.
   • If you'd rather manually enter your form, select Enter a Different Way, select 1099-DIV, then Continue.
6. Follow the on-screen instructions to enter the info from your 1099-DIV.
7. When you reach the screen Here's your 1099-DIV info, the form you just entered should be listed.
   • If you need to enter another 1099-DIV, select +Add Investments and follow Steps 5-7 above.

To enter in TurboTax Desktop:

Open your return, search for 1099-DIV, and select the Jump to link at the top of your search results. That'll take you to the screen where you can enter your dividend income.

Another way to get there is to select the Federal Taxes tab (or Personal if you're using Home & Business) and then select Wages & Income. If you see the How do you want to enter your income? screen, select I'll choose what I work on. On the Your 2023 Income Summary screen, select Start or Update next to Dividends on 1099-DIV.

You can always manually enter your Form 1099-DIV.  It is easy and fairly quick.

Please click here for instructions on entering Form 1099-DIV in TurboTax Online.

Please click here for How to Import my Forms 1099.

Please click here for What if I Can't Import My Form 1099?