If I have both a 1099-DIV and 1099-B for the same mutual fund account, am I required to file both?

[DanaB27]

Yes, you need to file both. The 1099-DIV is for Dividends you received and the 1099-B is for the Sale of Stocks, bonds, etc.

To enter the 1099-DIV:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-DIV”
3. Click on “Jump to 1099-DIV”

To enter the 1099-B:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-B”
3. Click on “Jump to 1099-B”