topic 1099-DIV - Box 1a vs Box 1b. My 1099 only has Box 1b filled-in and TT doesn’t like that. What to do..? in Retirement tax questions

1099-DIV - Box 1a vs Box 1b. My 1099 only has Box 1b filled-in and TT doesn’t like that. What to do..?

jim-macek — Mon, 23 Feb 2026 09:54:03 GMT

Re: 1099-DIV - Box 1a vs Box 1b. My 1099 only has Box 1b filled-in and TT doesn’t like that. What to do..?

leeloo — Sat, 28 Jan 2023 19:07:45 GMT

You can call the issuer to verify that all dividenda are qualified. If so, enter the same amount in Box 1a.

From 1099-DIV instructions.

Box 1a. Shows total ordinary dividends that are taxable. Include this amount on
the “Ordinary dividends” line of Form 1040 or 1040-SR. Also report it on
Schedule B (Form 1040), if required.
Box 1b. Shows the portion of the amount in box 1a that may be eligible for
reduced capital gains rates

Re: 1099-DIV - Box 1a vs Box 1b. My 1099 only has Box 1b filled-in and TT doesn’t like that. What...

AnnetteB6 — Mon, 30 Jan 2023 15:29:20 GMT

To re-iterate the advice given by leeloo, you should contact the Form 1099-DIV issuer and request a corrected form.

If there is anything shown in box 1b, that same amount or a larger amount should be shown in box 1a as well. You cannot have qualified dividends without those also being considered ordinary dividends.

@jim-macek