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Retirement tax questions
To enter your dividends follow these instructions:
- Sign into TurboTax and open a section of your return.
- Search for 1099-DIV and select 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 select Continue. If you'd rather manually enter your 1099-DIV, select Change how I enter my form, then Type it in myself.
- 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.
To enter 1099-INT follow these instructions:
- Sign into your TurboTax account.
- Open or continue to your return if it's not already open.
- Inside TurboTax, search for 1099-INT and select the Jump to link in the search results.
- Answer Yes to Did you receive any interest income?
- If you see Here's the interest we have so far, select Add interest income.
- 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.
‎February 20, 2022
5:14 PM