These are NOT the steps for entering NR4 Code 9 OTHER DIVIDENDS. Your steps are for Code 39 RETIREMENT.
There is absolutely no HELP in how to include NR4 in TurboTax when it is Code 9 OTHER DIVIDEND. The only help I could find was for NR4 Code 39 Retirement. There are thousands of Canadian National Railway employees working in the United States that receive the NR4 for Code 9 Other Dividend. It would behoove TurboTax to document those steps. I had several phone conversations using CONTACT US. I did not record the name of the person I spoke to when I was filing my return when I asked specifically how to enter NR4, Code 9. That conversation was on March 24, 2021 and the TurboTax person stated that the Canadian NR4 was a duplicate of the US Form 1099-DIV and I did not have to enter that information. So, I didn't and submitted the tax return. However, it didn't sit right with me as I had entered the NR4 in previous years (had misplaced my documentation so couldn't remember how to enter it which is why I was calling for help again) and I knew I did have to enter the NR4 information. Selected the CONTACT US again on March 29, 2021. I received the TurboTax callback at 3:05pm from "Diamond" explaining that I have been seeking help on how to include NR4 form in TurboTax that address' Code 9 OTHER DIVIDEND. Explained how I was previously advised by TurboTax that the NR4 was a duplicate of the same information in the Form 1099-DIV but I felt that was incorrect. What I was asking is that the lines in NR4 do not match up to the lines in 1099-DIV and I needed to know how to convert that information into the 1099-DIV worksheet. She understood what I was asking, put me on hold, and after a short period came back to me stating Line 1, Box 16 is a conversion to 1099-DIV Box 1b, and Line 1, Box 17 is a conversion to 1099-DIV Box 7. Finally had someone that knew the correct answer and could help me. She was wonderful. TURBOTAX NEEDS TO DOCUMENT THESE STEPS IN THE ONLINE SUPPORT. I now have to amend the 2020 tax return to include my NR4 because your customer support on March 24 advised that I didn't need to enter it.
