JohnB5677
Employee Tax Expert

Get your taxes done using TurboTax

I do recommend posting the two 1099-DIVs separately.  This gives you a better audit trail.

 

You should post the name as it appears on the form.  It is usually the broker's name.

 

The IRS does a computer check on totals initially.  If the totals are correct they will not be flagged.  If they are incorrect, you will be getting a tax notice requesting additional details.  That is why I suggest posting them individually.

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