turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

BillWR
New Member

1099-DIV Entry

I have a 1099 Div statement from a company that list 2 separate funds and information for both funds on the same statement; however, Turbotax only has a place to enter 1 of them.  How do I fill it out on Turbotax?  Do I fill out 2 separate forms for the same company and fill out 1 form for the first fund and the 1 form for the 2nd fund?

 

Thanks for your help!

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
AnnetteB6
Employee Tax Expert

1099-DIV Entry

The easiest thing to do would be to enter a separate Form 1099-DIV for each fund.  That way the payment amounts are kept separate as they were on the form that you received.

 

See the following TurboTax help article for a reference about entering your Form 1099-DIV and then adding a second one:

 

Where do I enter my 1099-DIV in TurboTax Online?
 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question