After entering the full amount on your return, follow these steps:
- After you click Continue when you have finished entering the information from your Form 1099-DIV, the next screen is titled “Tell us if any of these uncommon situation apply to you”
- The second choice on this screen is “I need to adjust these dividends”
- Check this box and click Continue
- Then you will see a screen titled “Tell us about your dividend adjustment”
- Enter the amount as a positive number and the reason for the adjustment. This will make the proper entry on your Schedule B.
If all of the dividends belong to your daughter, you would enter each of the $143, $138 and $942 as mentioned in your question.
Please feel free to post any additional details or questions in the comment section.
