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Returning Member
posted Mar 2, 2025 9:36:33 AM

1099-DIV Technical Problems

I continue to have the same problem.  The summary page of income lists dividends that are more than twice those listed when i click on more info, details, or the actual tax form.  The amount listed on more info, details, and the actual tax for in box 1a are identical to that on the printed copy of 1099-Div sent by TIAA.  This seems to be a TT bug, but I can't find a reference to it.  I have jpgs verifying this problem.

0 2 778
2 Replies
Expert Alumni
Mar 4, 2025 9:35:19 AM

I would like to take a deeper look at this. However, I need a diagnostic file, which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below: 

TurboTax Online:

  1. Sign into your online account.
  2. Locate the Tax Tools on the left-hand side of the screen.
  3. A drop-down will appear. Select Tools
  4. On the pop-up screen, click on “Share my file with agent.”
  5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
  6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

  1. Open your return.
  2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
  3. This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
  4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then “Send Tax File to Agent”)

Returning Member
Mar 5, 2025 7:40:43 AM

Linda

A little history

I successfully imported 2 documents from tiaa.  I was then asked if I wanted to import a document from TIAA FSB.  I entered yes, but I had forgotten that the name had been changed.  I then indicated that I was going to import another document.  That document was TIAA trust.   When i imported it, I had the strange result that line 1a div was incorrect, but when I clicked on 1a div to get more information, the correct amount was listed.   I believe that my taxes were accurately calculated based on the correct amount of dividends.    I have a couple of jpegs for documentation if it is useful for you.