topic Re: How to import 1099-div from computershare in Get your taxes done using TurboTax

How to import 1099-div from computershare

pml33040 — Sat, 01 Jun 2019 19:22:59 GMT

Please read this TurboTax FAQ for additional information...

TomK — Sat, 01 Jun 2019 19:23:00 GMT

Please read this TurboTax FAQ for additional information about importing a Form 1099: How do I import my 1099?

Re: How to import 1099-div from computershare

kwgrapejuice — Wed, 11 Mar 2020 20:59:25 GMT

Have tried dozen different ways and entries to import 1099DIV info for two investment funds (PNC & Prudential) handled by Computershare using last name, SOC, Zip, Control #, as required. Nothing works. Easier to enter info manually. Same problem existed last year for 2018 taxes.

Not sure if this is a problem with the Turbo Tax Import page or at Computershare.

Re: How to import 1099-div from computershare

DaveF1006 — Fri, 13 Mar 2020 00:32:19 GMT

Sometimes these import features do not work and the only thing you can do as manually add these.

Re: How to import 1099-div from computershare

jboorn — Sat, 14 Mar 2020 21:08:32 GMT

If I need to enter it manually why am I paying for turbo tax

Re: How to import 1099-div from computershare

LinaJ2020 — Sat, 14 Mar 2020 21:21:09 GMT

Would you be able to prepare your return with a pencil and IRS free download tax forms?

@jboorn

Re: How to import 1099-div from computershare

jboorn — Sat, 14 Mar 2020 22:37:15 GMT

Yes. Did that way for years.

Re: How to import 1099-div from computershare

Lawrence-Norman-Shapiro — Wed, 17 Mar 2021 15:25:38 GMT

For Turbo Tax Premier Online 2020, one must enter your SSN with hyphens.
All of my Computershare 1099-DIVs contain my SSN under their "Recipient's ID No.", and all contain the hyphen format.

I image the same is true for Turbo Tax Premier PC.

Re: How to import 1099-div from computershare

LadyDI_56 — Mon, 18 Apr 2022 23:14:59 GMT

I had same issue, then took a picture of the form with my phone & uploaded the jpg. It auto-populated then. I tried uploading a pdf of the form, but that didn’t work…only the jpeg.

Re: How to import 1099-div from computershare

PerTurbedRon73 — Sat, 11 Feb 2023 20:10:08 GMT

I also have a problem importing a 1099DIV & 1099B from Computershare for 2022 using TurboTax (TT) Premier software. TT keeps saying "Computershare One or more sign-on and/or transaction inputs are missing or invalid (Ref 003).the inputs are wrong." I've tried using Edge and Chrome browsers with TT with the same results.

Re: How to import 1099-div from computershare

JulieS — Sun, 12 Feb 2023 13:33:22 GMT

Yes, there are other options to enter your 1099-DIV if the import doesn't work.

As you go through this flow, you can try to import the form, convert it from a file on your computer or take a photo of it. Watch for the screen How would you like to upload your 1099-DIV? for more options.

Here is where to enter dividend income:

Open your return and select Federal on the left side menu.
Select Wages & Income.
Scroll down, or expand the list and find Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto).
Select + Add investments.
Follow the next few screen to import your 1099-DIV.
If you want to enter it manually, or if you can't import it, select Enter a different way, at the bottom.
Select Dividends on 1099-DIV.
Click Continue.
Select one of the three options, or Type it in myself, at the bottom.
Enter only the field that are filled in on your 1099-DIV form.

Re: How to import 1099-div from computershare

capon56 — Thu, 16 Feb 2023 16:55:53 GMT

I'm also unable to import my 1099 form information into TT Delux.
After entering my zip, Last Name, SSN & Control # A window pops up that states: "Computershare: We are unable to locate any records based on the information provided. please confirm your sign on information (ref 001)

Re: How to import 1099-div from computershare

CarissaM — Thu, 16 Feb 2023 18:43:46 GMT

If you are unable to import the 1099, it would be best to follow the steps above by @JulieS to enter the 1099. @capon56

Re: How to import 1099-div from computershare

PerTurbedRon73 — Thu, 16 Feb 2023 23:39:30 GMT

My problem involved the reporting of sales of a few of my wife's Walmart stock on a joint return but I ended up just inputting the stock info into TurboTax manually and by sale groups.

I find that tax reporting for the sale of stock has become very confusing taxwise so I told my wife to just stop buying Walmart stock and buy precious metals (in coins) in the future. Hopefully, the gains or losses will be easier to track but I guess we shall see.

Re: How to import 1099-div from computershare

Lawrence-Norman-Shapiro — Wed, 13 Mar 2024 03:01:12 GMT

For tax year 2023

1. SSN: No hyphens, spaces, nada, just your 9 numbers!

2. Control Number: No spaces (I downloaded all my PDF's and noticed every Control Number had several spaced). When importing, remove the spaces.

Yes, every year I 'some' issue importing Computershare, but have always been able to (eventually) import them WHICH DOES SAME ME TIME thank goodness.

Re: How to import 1099-div from computershare

RC86 — Sat, 13 Apr 2024 17:31:14 GMT

thanks, but didn't work for me. :(

Re: How to import 1099-div from computershare

HollyP — Sun, 14 Apr 2024 03:04:16 GMT

It's best to enter it manually at this point. See the response by JulieS above for more help or follow the instructions here.

@RC86