We make entering your 1099-DIV easy. Choose which version of TurboTax you are working on for detailed steps.
TurboTax Online Instructions
Detailed Instructions:
- With your tax return open, search for 1099-DIV or 1099DIV (lower-case works also) and then click or tap 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 click/tap Continue or manually enter your 1099-DIV by clicking/tapping I'll type it in myself.
- Follow the on screen instructions to enter your 1099-DIV.
Don't combine the amounts from 2 or more 1099-DIV forms if they're from the same payer. Instead, enter additional 1099-DIVs individually by answering Yes to Do you have any more dividend income from somewhere else which appears a few screens down the road.
If you are entering a second 1099-DIV, simply click/tap on Add Another Broker or Payer and follow the same steps above.
TurboTax CD/Download Instructions
Detailed Instructions:
- With your tax return open, search for 1099-DIV or 1099DIV (lower-case works also) and then click the "Jump to" link in your search results.
- Answer Yes to Did you receive any dividend income?
- You will have the option to import your 1099-DIV or Type it in yourself. Choose which option works best for you under How do you want to enter your 1099-div into your return? and click Continue.
- Follow the on screen instructions to enter your 1099-DIV.
If you are entering a second 1099-DIV, simply click on Add Another Broker or Payer and follow the same steps above.
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