You will enter your Form 1099-DIV into TurboTax and then answer the follow-up questions about your form to properly enter it for your state and federal tax return.
You can enter your Form 1099-DIV into TurboTax as follows:
- Click on "Search" at the upper right of your screen.
- Enter "1099-DIV"
- Select "Jump to 1099-div"
- Answer "Yes" to "Did you have investment income in 2024?"
- Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents"
- Select the box that says "Dividends 1099-Div" (the box will turn green with a checkmark on it)
- And "Continue"
- Enter your 1099-DIV information and select "Continue"
- Answer the follow-up screens about your dividend interest
You will see a separate question to determine how your Box 12 dividends are taxed by your state. State's tax Federal obligations differently.
That is addressed on the screen, "Tell us more about your exempt-interest dividends." When you enter your Form 1099-Div into TurboTax pay close attention to all prompts and questions, especially as they pertain to your state, You will use the drop down box to select your state and then "Continue".
Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"
Click here for "What is IRS Form 1099-DIV"
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