If you are trying to import and it is giving you an error, you can enter your 1099-DIV or 1099-B which you may have received manually.
Form 1099-DIV reports dividend income you received from your investments. To enter this in TurboTax Online Manually please follow the steps below:
- Sign in to TurboTax and open a section of your return.
- Search for 1099-DIV and select the Jump to link in your search results.
- Answer Yes to Did you receive any dividend income?
- Choose your bank or brokerage from the list to import your 1099-DIV and select Continue. If you'd rather manually enter your 1099-DIV, select Change how I enter my form, then Type it in myself.
- Follow the on-screen instructions to enter your 1099-DIV.
For more information on how to input dividends, please visit 1099-DIV Input Instructions
Capital gains will be reported on Form 1099-B. Please visit 1099-B Input Instructions for more information.
Additionally, if the documents issued by Stash use Apex Clearing, you can try importing your documents by selecting Apex Clearing instead of Stash. The account number on the Tax Form 1099 will be your user name and your social security or tax payer Id number will be the password.
