joebeets
Returning Member

Get your taxes done using TurboTax

Thanks, but I was asking about DIVIDENDS (1099-DIV), not Capital Gains (1099-B).

 

My first question is: Can't TurboTax import the detailed 1099-DIV info for each of the 13 funds in the account, since this info is on the 1099-DIV (below the account-level info) that Vanguard sent me?  Or can it only import the account-level 1099-DIV info that is the totals of the 13 funds' Dividend info?

 

If TurboTax can only import the account-level totals, I said before the only thing I can think of is to delete the import of this 1099-DIV and manually enter 13 1099-DIVs, one for each of the 13 funds in the account.  Now I thought of another possibility: Keep the import of this account-level 1099-DIV, but edit it by subtracting all the amounts for the California-only fund.  Then manually enter a second 1099-DIV for ONLY this California fund.  So 2 1099-DIVs instead of 13.   Does IRS permit me to do either of these things I've mentioned?

 

Thanks.