Form 1099-DIV is used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS.
To report your form:
- Sign in to your TurboTax account and open (continue) your return.
- Select Federal from the left menu.
- Select Wages & Income.
- Scroll down to Investments & Savings and click open to Edit/Add.
- 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.
- Select to Import your form or Enter a different way
- On the following screen select Dividend
- Next, select how you would you like to upload your 1099-DIV or select to type it yourself.
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