Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 31, 2019 8:45:18 PM

I am filling with a stock Form 1099-DIV and it's telling me I need to upgrade my filling service, why is that?

0 1 515
1 Best answer
New Member
May 31, 2019 8:45:20 PM

Most likely it would be because you have some qualified dividends on the form.  Qualified dividends are the portion of regular dividends that are taxed as capital gains. In order to generate the form for capital gains, you would, unfortunately,  have to upgrade to Premier.

1 Replies
New Member
May 31, 2019 8:45:20 PM

Most likely it would be because you have some qualified dividends on the form.  Qualified dividends are the portion of regular dividends that are taxed as capital gains. In order to generate the form for capital gains, you would, unfortunately,  have to upgrade to Premier.