JillS56
Expert Alumni

Retirement tax questions

To enter your dividends follow these instructions:

  1. Sign into TurboTax and open a section of your return.
  2. Search for 1099-DIV and select the Jump to link in your search results.
  3. Answer Yes to Did you receive any dividend income?
  4. 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.
  5. Follow the on-screen instructions to enter your 1099-DIV.

Don't combine the amounts from two or more 1099-DIV forms if they're from the same payer. If you've already entered a 1099-DIV and need to enter a second 1099-DIV, select Add another 1099-DIV and follow the same steps above.

 

Where to enter dividends

 

To enter 1099-INT follow these instructions:

  1. Sign into your TurboTax account.
  2. Open or continue to your return if it's not already open.
  3. Inside TurboTax, search for 1099-INT and select the Jump to link in the search results.
  4. Answer Yes to Did you receive any interest income?
    • If you see Here's the interest we have so far, select Add interest income.
  5. On the following screen, select how you want to enter your 1099-INT (import or type it in yourself) and follow the on-screen instructions.

Where to Enter Interest