Two 1099 Forms?

mas3 · ‎June 1, 2019

I received two 1009DIV forms from the same company for the same securities as they changed my account from a mutual fund to a brokerage account mid-year. How do I enter the information fro the two forms on my tax returns? Should I add the two amounts from the two forms together or enter the amounts separately?

VolvoGirl · ‎June 1, 2019

Enter each 1099Div separately. After you enter one you can add another. Or you might be able to import them. I assume each one covers a different time period and are different amounts?

When you enter it, Scroll down to the bottom and pick.....I’ll type it in myself

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Two 1099 Forms?

Retirement tax questions