Investors & landlords

When you get the five boxes, make sure you click on "Dividends", the box will turn green and it will have a checkmark on it. Make sure you did not click on the next box, "Stocks, Bonds. Mutual Funds" which would ask you for a Form 1099-B. (See screenshots below for additional guidance) 

You can manually enter your Form 1099-DIV as follows:

1. Click on "Search" at the upper right of your screen.
2. Enter "1099-DIV"
3. Select "Jump to 1099-div"
4. Answer "Yes" to "Did you have investment income in 2024?"
5. Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents"
6. Select the box that says "Dividends 1099-Div" (the box will turn green with a checkmark on it)
7. And "Continue"
8. Enter your 1099-DIV information and select "Continue"
9. Answer the follow-up screens about your dividend interest

Search 1099-DIV

Answer "Yes"

Skip Import

Select "Dividends"

Enter your 1099-DIV information