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trettels
New Member

Can I enter the combination of all the 1099-DIV data from multiple investments accounts into the TurboTax "Let's get all the details from your 1099-DIV or...." screen?

 
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ModestaL
New Member

Can I enter the combination of all the 1099-DIV data from multiple investments accounts into the TurboTax "Let's get all the details from your 1099-DIV or...." screen?

No, since it's more than likely the 1099-DIV forms that you report will be matched to the information reported to the IRS, you should list your 1099-DIV's separately to make sure there is not an issue later.

To enter multiple 1099-DIV's in TurboTax Online, please complete these steps below:

  • Sign in to TurboTax (if you're not already signed in).
  • Click on the Take me to my Return button
  • Click on the Federal Taxes tab
  • Click on the Wages and Income tab
  • Scroll down to the Interest and Dividends section (Show More) and select Start/Revisit
  • After you enter one, click on Add Another Broker or Payer.
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