DianeW777
Expert Alumni

Get your taxes done using TurboTax

The recommended action would be to enter the one 1099-DIV you have received using the financial institution as the payer of the dividends. This is what the IRS would be looking for.

  1. Open your TurboTax return > Search (upper right) > type 1099div > Click the Jump to... link
  2. Add Investment or Edit your dividends > Select Enter a different way > Select  Dividends > Select Type it myself
  3. Continue to enter your 1099-DIV and finish this section .
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