Irene2805
Expert Alumni

Get your taxes done using TurboTax

In general, the dividend that was reported to you on Form 1099-PATR can be entered on Schedule B using the following steps:

  1. Click on Federal > Wages & Income
  2. Scroll down to the Interest and Dividends section and click on the Start/Revisit box next to Dividends on 1099-DIV.
  3. Answer Yes to Did you receive any dividend income? (even though it was not reported on a 1099-DIV)
  4. On the next screen, click on I'll type it in myself.
  5. Enter the dividend information and continue through the rest of the interview.

 

There are situations were the 1099-PATR does not have to be entered.  For additional situations concerning a 1099-PATR, please see this TurboTax  Help article: Where do I enter Form 1099-PATR?

 

@dagmarina