topic Re: 1099-DIV in Get your taxes done using TurboTax

1099-DIV

Lpack — Wed, 12 Feb 2025 22:02:25 GMT

If I have one 1099-DIV form but has multiple “funds” list with their own payer’s tin number associated. How would I enter this info? Do I add them all up into one submission or add them individually? If I had them individually, do I list the fund name or all under the financial institution (like recommended in the prompt)?

Re: 1099-DIV

DianeW777 — Wed, 12 Feb 2025 22:55:35 GMT

The recommended action would be to enter the one 1099-DIV you have received using the financial institution as the payer of the dividends. This is what the IRS would be looking for.

Open your TurboTax return > Search (upper right) > type 1099div > Click the Jump to... link
Add Investment or Edit your dividends > Select Enter a different way > Select Dividends > Select Type it myself
Continue to enter your 1099-DIV and finish this section .

Re: 1099-DIV

Lpack — Thu, 13 Feb 2025 00:13:39 GMT

Thank you for your response. So would I then add up all of 1a boxes and so forth to submit just one entry?

Re: 1099-DIV

DianeW777 — Thu, 13 Feb 2025 00:17:28 GMT

Yes, you can do that. If you have more but all from the same company it would be an easier entry than one-by-one.