topic If we are married filing jointly, and both of us have dividends with Computershare, why will TurboTax only accept one or the other, not both? in Get your taxes done using TurboTax

If we are married filing jointly, and both of us have dividends with Computershare, why will TurboTax only accept one or the other, not both?

turbodianerose — Mon, 22 Mar 2021 18:47:24 GMT

I put in my husband's info, ask to add another 1099DIV, it takes my info, then my husband's info disappears. I've tried three times now. Is it because IRS adds them together?

Re: If we are married filing jointly, and both of us have dividends with Computershare, why will ...

BillM223 — Mon, 22 Mar 2021 22:26:26 GMT

Which product are you using? Online or CD/download?

What do you mean, it disappears? The sum of qualified dividends will appear in line 3a on your 1040 and ordinary dividends will appear in 3b.

You should be able to go there even if you are using the Online product (Click on Tax Tools on the left, then Tools, then click on View Tax Summary in the center, then Preview my 1040 back on the left).

If the amounts in 3a and 3b show your totals, you are OK.

Re: If we are married filing jointly, and both of us have dividends with Computershare, why will ...

turbodianerose — Thu, 25 Mar 2021 21:10:46 GMT

I figured out that if we are married filing jointly, and we both have stock in Computershare, I have to show the income as a one-line total of both of our incomes. Once I did that, it worked. What made me realize to do that was both reading your reply, and realizing that the income is one line only on the return. Thanks for your help and your quick reply for a newbie!