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Two 1099 Forms?

I received two 1009DIV forms from the same company for the same securities as they changed my account from a mutual fund to a brokerage account mid-year. How do I enter the information fro the two forms on my tax returns? Should I add the two amounts from the two forms together or enter the amounts separately?


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Level 15

Two 1099 Forms?

Enter each 1099Div separately.  After you enter one you can add another.  Or you might be able to import them.  I assume each one covers a different time period and are different amounts?

When you enter it, Scroll down to the bottom and pick.....I’ll type it in myself 

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Highlighted
Level 15

Two 1099 Forms?

Enter each 1099Div separately.  After you enter one you can add another.  Or you might be able to import them.  I assume each one covers a different time period and are different amounts?

When you enter it, Scroll down to the bottom and pick.....I’ll type it in myself 

View solution in original post