topic Are dividends and interest entered by account or are they aggregated? in Get your taxes done using TurboTax

Are dividends and interest entered by account or are they aggregated?

janwheel — Mon, 09 Mar 2026 09:06:27 GMT

Are dividends from multiple investment accounts aggregated or listed by each account?

Re: Are dividends and interest entered by account or are they aggregated?

bostonaustin — Fri, 04 Mar 2022 22:11:34 GMT

You can do it either way. I like to do it by account because then next year I won't forget anything as TurboTax carries forward that info.

Re: Are dividends and interest entered by account or are they aggregated?

Mike9241 — Sat, 05 Mar 2022 01:11:30 GMT

per total on each 1099 is best. thus 2 1099's from the same bank one with 3 a/c's and one with 2'a/c's

would be entered as 2 1099's. in truth the IRS probably doesn't compare each 1099 it gets to what you show. just the total and as long as the total you report exceed the 1099 totals they got there should'be no issues