1099-DIV

[Lpack]

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)?

[DianeW777]

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.

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

[Lpack]

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

[DianeW777]

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.