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1099 dividends entered do not show up on summary table of income and expenses

 
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1 Reply
SabrinaD2
Expert Alumni

1099 dividends entered do not show up on summary table of income and expenses

If your 1099-DIV dividends aren't showing up in the income and expenses summary in TurboTax, try these steps:

  1. Review Entries: Go to the income tab, click on 1099-DIV, and use the pencil icon to edit. Ensure all entries are correct.
  2. When filling out your 1099-DIV in TurboTax, make sure these boxes are not left blank:
    1. Box 1a: Total Ordinary Dividends
    2. Box 1b: Qualified Dividends
    3. Box 2a: Total Capital Gain Distributions
    4. Box 4: Federal Income Tax Withheld (if applicable)
    5. Box 5: Section 199A Dividends (if applicable)
    6. Box 6: Foreign Tax Paid (if applicable)
    7. Box 7: Foreign Country or U.S. Possession (if applicable)
    8. Box 11: Exempt-Interest Dividends (if applicable)
    9. For more details, check out these TurboTax links: Entering 1099-DIV in TurboTax
  3. Check Imports: If you imported the 1099-DIV, some data might not have transferred correctly. Double-check the imported information.
  4. Tax Tools: Go to Tax Tools > Tools > View Tax Summary, then click on Preview My 1040 to see if the dividends appear there.
  5. Tax-Exempt Dividends: Check if any dividends are from municipal bonds, as these might not show up as taxable income.
  6. Re-enter Data: If the issue persists, delete the 1099-DIV by clicking the trash can icon and re-enter the information manually.

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