Lakeisha
New Member

Retirement tax questions

Detailed Instructions on how and where to Enter your 1099 div 

  1. 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.
  2. Answer Yes to Did you receive any dividend income?
  3. 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.
  4. 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

I hope this information helps you.