TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

1099-DIV

3 replies
22 views

If I have one 1099-DIV form but has multiple “funds” list with their own payer’s tin number associated. How would I enter this info? Do I add them all up into one submission or add them individually? If I had them individually, do I list the fund name or all under the financial institution (like recommended in the prompt)?

Alumni - Intuit

The recommended action would be to enter the one 1099-DIV you have received using the financial institution as the payer of the dividends. This is what the IRS would be looking for.

Open your TurboTax return > Search (upper right) > type 1099div > Click the Jump to... link
Add Investment or Edit your dividends > Select Enter a different way > Select Dividends > Select Type it myself
Continue to enter your 1099-DIV and finish this section .

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

LpackAuthor

Level 2

Thank you for your response. So would I then add up all of 1a boxes and so forth to submit just one entry?

Alumni - Intuit

Yes, you can do that. If you have more but all from the same company it would be an easier entry than one-by-one.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"