To check the accuracy of your dividend income being reported, you should check the entries on your tax return instead of the Income Summary. If the numbers shown on line 3b of your Form 1040 are correct, than you can be assured that your dividends are being properly reported.
You can get to your tax return in TurboTax desktop as follows:
- Switch to Forms Mode, and then (see screenshots below for additional guidance)
- Scroll through your forms in the left panel and
- Click on the form you want to preview (Example Form 1040)
You can get to your Tax Return in TurboTax Online as follows:
- Go to "Tax Tools" in your left panel,
- Select "Tools" and then
- Select "View Tax Summary" and
- Select "Preview Form 1040"
Schedule B should show your dividends being reported. Your dividends will flow from your Schedule B, Section Part II to line 3b of your income tax return, Form 1040..
Click here for additional information on previewing your tax return.
Click here for" How do I preview my TurboTax Online return before filing?"
Click here for "How do I preview my return in the TurboTax Desktop software?"
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
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