1099-DIV Federal ID

[at-1099]

I have an imported 1099-DIV with a Federal ID Number of 00-0000000, and TurboTax will not accept this value.  This is the same value that has been provided on the 1099-DIV for this Payer for the last several years.  In the past TurboTax accepted this value and submitted my tax information, and the IRS has accepted it.  Why has TurboTax changed in this regard, and what can I do to submit my information so that it aligns with the information that the Payer has provided to the IRS?  I don't want to be flagged by the IRS for submitting information different from what the Payer has already submitted.

[LindaS5247]

First try clearing  your cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

You may also try using another browser.

If you delete the imported Form 1099-DIV and you can reenter it manually.  It does not ask for the Federal ID Number. This should clear your error.

To delete Form 1099-DIV, you can do the following:

1. Open/continue your return
2. Click on "Search" 
3. And in the search bar type"1099-DIV"
4. Select "Jump to 1099-DIV"
5. It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
6. Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
7. Click on the "garbage can" to delete this form

You can enter your Form(s) 1099-DIV information using the steps below:

1. Open your return
2. In the search Bar enter Form 1099-DIV
3. Select "Jump to 1099-DIV"
4. It will ask, "Did you have investment income in 2024?" Select "Yes"
5. Select "Continue"
6. Select "Skip Import"
7. You will Select your investment type which is "Dividend"
8. You will "Continue"
9. Then you will see the screen "Let's get the info from your 1099-DIV"
10. You will type in the information from your Form 1099-DIV on that page
11.  

To search for your 1099-DIV entry screens

Click here for How Do I View and Delete Forms in TurboTax Online

Click here for "How to Delete Forms in TurboTax Desktop.

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

[at-1099]

Hi LindaS5247,

TurboTax Deluxe does require that a FEIN be entered on a 1099-DIV when federal income tax is withheld.  Do you have another option?

Best Regards,

at-1099

[DianeW777]

It depends. You may have to delete the number with the delete key, then enter the number with no dashes. See if that may hopefully work for you. As an alternative, you may want to delete the 1099-DIV and enter it again.

Lastly, you can remove the federal withholding from the 1099-DIV and enter it using the steps below (federal withholding only).

1. Click on Deductions & Credits. 
2. In the Estimates and Other Taxes Paid section, click on the Start/Update box next to Estimated Tax Payments.
3. On the next screen, Income Taxes Paid, scroll to Other Income Taxes Paid in 2020, click on Withholding not already entered on a W-2 or 1099, Start/Revisit 
4. Next to the type of tax payment (Federal, State, Local). Enter your payment(s) on the next screen, How much did you pay in federal, or state or local Select the locality from the drop-down list and enter the amount paid in the box.

It is important to keep this in your tax file so that you have it should you need it later.  As a last resort, if the tax return is mailed, you must include a copy of this document because of the federal withholding. Make a copy.

@at-1099