I only made $5.39 via Merrill Edge investments last year, so I didn't get a 1099-DIV. However, before I moved my Coca-Cola stock to Merrill halfway through the year, I had made around $30 in dividends that were deposited into my checking account.
I want to accurately list all of this, but I have no forms to upload, and I see no way to list any of it without doing so via 1099 in TurboTax. Is there a section I can just list the total amount and call it a day?
Report the amount received as if you had received a 1099-Div.
Select to type the form yourself
Right, but I don't know who the financial institution is. I guess it'd be Merrill Edge for the second half of the year, but how do I list the dividends I received from my certificate stocks prior to moving them to Merrill?
Since the dividends were not listed on a form 1099-DIV, you can make one entry for all of them. Enter them as if you were entering a form 1099-DIV. If you don't have a broker name, enter "NA" for not available.
But it asks for an FEIN and says "needs review" when I try to skip it.
You could the amount under 'Other Reportable Income' .
Wages & Income > Less Common Income > Misc Income 1099-A, 1099-C > Update.
Scroll down to 'Other Reportable Income'.
You itemize these dividends on Schedule B. this is the correct way.
The payer of the first thirty dollars is "Coca-Cola"
The payer of the second thirty dollars is "Merrill Lynch"
there is a 1099-DIV from merril Lynch in your account statement online under "Taxes"
Simply use the "type it myself" and all you need is the payer's name and the amount of dividends.