1099-DIV

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)?

949

Expert Alumni

Feb 12, 2025 2:55:35 PM

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 .

Level 1

Feb 12, 2025 4:13:39 PM

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

Expert Alumni

Feb 12, 2025 4:17:28 PM

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.

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1099-DIV