1099 misc - Substitute Payments

b_g_bou — Fri, 03 Oct 2025 22:54:39 GMT

Hello,

I have a margin account, and thus I have the following issues:

-I have a substantial amount of substitute payments or "in lieu of dividends".

-I have a substantial amount of margin interest.

My margin interest exceeded my capital gains, ordinary, and qualified dividends. The problem is that the substitute payments are not being counted as investment income by Turbotax (web version). I don't a way to force it into that category. I've already filed, so I would have to do a revision or just wait next year with carryover, but I expect I'll have the same issue even more so.

I have not used the desktop version before, but I've seen that maybe the form-fill mode can fix.

Thanks for any help.

topic 1099 misc - Substitute Payments in Investing

1099 misc - Substitute Payments