Please see Instructions on where to make those Entries in your Return:
- For the 1099 b Entry
- You'll enter this under the Federal Taxes tab (or Personal, if working in TurboTax Self-Employed/Home & Business), then select Wages & Income, then Investment Income, then Stocks, Mutual Funds, Bonds, Other.
Follow the prompts to enter the 1099-B information. This will require
an upgrade to TurboTax Premier online, since a Schedule D will be
prepared.
and for the 1099 Div
Detailed Instructions:
- With your tax return open, search for 1099-DIV or 1099DIV (lower-case works also) and then click or tap the "Jump to" link in your search results.
- Answer Yes to Did you receive any dividend income?
- Choose your bank or brokerage from the list to import your 1099-DIV and click/tap Continue or manually enter your 1099-DIV by clicking/tapping I'll type it in myself.
- Follow the on screen instructions to enter your 1099-DIV.
Don't combine the amounts from 2 or more 1099-DIV forms if they're
from the same payer. Instead, enter additional 1099-DIVs individually by
answering Yes to Do you have any more dividend income from somewhere else which appears a few screens down the road.
If you are entering a second 1099-DIV, simply click/tap on Add Another Broker or Payer and follow the same steps above.
I hope this helps answer your questions!
