Get your taxes done using TurboTax

You can preview your tax return to see if the dividend income and interest have been reported in the right place.  If not, you can delete those Forms 1099-INT and 1099-DIV and re-enter them manually.

Try previewing your actual return to make sure your interest and dividends are being reported properly. Schedule B should show your interest and dividends. Interest will flow to line 2b of your Form 1040 and your dividends will flow to line 3b.

You can get to your tax return in TurboTax desktop as follows:

1. Switch to Forms Mode, and then  (see screenshots below for additional guidance)
2. Scroll through your forms in the left panel and 
3. Click on the form you want to preview (Example Form 1040)

You can get to your Tax Return in TurboTax Online as follows: 

1. Go to "Tax Tools" in your left panel,
2. Select "Tools" and then 
3. Select "View Tax Summary" and 
4. Select "Preview Form 1040"

If your entries are not correct, you can delete the Forms 1099-INT and 1099-DIV and re-enter them manually.

The instructions below are for a Form 1099-DIV, but they will also work the same for a Form 1099-INT. 

To delete Form 1099-DIV, you can do the following:

1. Open/continue your return
2. Click on "Search" 
3. And in the search bar type"1099-DIV"
4. Select "Jump to 1099-DIV"
5. It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
6. Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
7. Click on the "garbage can" to delete this form

You can enter your Form(s) 1099-DIV information using the steps below:

1. Open your return
2. In the search Bar enter Form 1099-DIV
3. Select "Jump to 1099-DIV"
4. It will ask, "Did you have investment income in 2024?" Select "Yes"
5. Select "Continue"
6. Select "Skip Import"
7. You will Select your investment type which is "Dividend"
8. You will "Continue"
9. Then you will see the screen "Let's get the info from your 1099-DIV"
10. You will type in the information from your Form 1099-DIV on that page

If you are using TurboTax Online also try logging out of the program, and clearing your cache and cookies.  Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

You may also try using another browser.

Click here for "How Do I View and Delete Forms in TurboTax Online"

Click here for "How to Delete Forms in TurboTax Desktop.

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for information on entering a Form 1099-INT.