cannot edit wrong information in the auto-linked PDF

[saci]

TurboTax auto-linked 1099-DIV from my Chase bank. The Pdf uploaded for 1099-DIV was missing address information. So, the program prompted me to type those. I made a typo in the state.  But, the TurboTax program thinks the zip is wrong and forces me to edit it. There is no option of editing the state!

[LindaS5247]

You can edit your state information for your Form 1099-DIV using the instructions below.

For TurboTax Desktop: 

1. Open/continue your return
2. Click on "Search" 
3. And in the search bar type"1099-DIV"
4. Select "Jump to 1099-DIV"
5. It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
6. Next to the Form 1099-DIV you want to edit, click on the (down-facing) caret
7. Click on the "Edit"
8. Make sure the box is checked for  "My form has info in other boxes"
9. Scroll down and edit your state information

For TurboTax Online:

1. Open/continue your return
2. Click on magnifying glass for Search in the top right of your screen
3. And in the search bar type"1099-DIV"
4. Select "Jump to 1099-DIV"
5. It will take you to a screen that shows your Form(s) 1099-DIV that you have entered.
6. Next to the Form 1099-DIV you want to delete, click on the (down-facing) caret
7. Click on the "Edit"
8. Make sure the box is checked for  "My form has info in other boxes"
9. Scroll down and edit your state information

You can also use these instructions to delete the Form 1099-DIV and reenter it.

Your screens will look something like this:

Select the Form 1099-DIV that you want to edit:

Select the box that says "My form has info in other boxes"

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for "What is IRS Form 1099-DIV"

[saci]

Sorry, but typing "1099-DIV" does not give a "Jump to 1099-DIV" option. The screenshot is attached below. Also, I want to emphasize that this is a "linked" PDF in that I did not manually upload this file.

[saci]

The issue is in the following form I attached, again for which there is no edit option. This does not let me return the file nor edit the "state". 

[LindaS5247]

To edit your form, first try logging out of the program and logging back in. You can also clear your cache and cookies.

Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

You may also try using another browser.

Also, make sure that all updates have been run for your TurboTax program. 

Click here for information on manually updating TurboTax.

If this does not allow you to edit your form, you should delete it and reenter it.

You can try typing "Form 1099-DIV" in the search box and then you have hit "Enter" to get the "Jump to" link. ‌If that doesn't work, you can delete your form 1099-DIV as follows:

If you are using TurboTax Desktop, try switching to forms mode to delete that Form 1099-DIV as follows:

1. Click on "Forms" at the top right of your screen
2. In your left panel scroll down to the 1099-DIV you want to delete
3. The Form will appear in your right panel
4. Near the bottom left of form, select "Delete"
5. A dialog box will come up asking if you want to delete the form
6. Click on "Yes".

In TurboTax Online you can delete the Form 1099-DIV as follows:

1. Continue your return
2. Choose "Tax Tools" option on the left menu bar in the federal section of TurboTax
3. Choose "Tools"
4. Under Other Helpful Links choose "Delete a form"
5. Find the 1099-DIV and click on the option to delete it

Then you will manually add your Form 1099-DIV as follows:

In TurboTax Desktop you will:

1. Click on the "Wages & Income" tab in the gray bar that goes across the top of your screen 
2. Click on "I'll Choose What I Work On"
3. Scroll down to the section "Interest and Dividends"
4. Click on "Start" or "Update" next to "Dividends on 1099-DIV"
5. Click on "Add Investment"
6. On the next screen select "Skip Import"
7. Click on the box "Dividends" the box will turn green and have a check mark, and select "Continue"
8. Enter your Form 1099-DIV information
9. Check the box "My form has info in other boxes" to add entries for boxes 4-16
10. Select "Continue"
11. Answer the follow-up questions

In TurboTax Online you will:

1. Continue your return
2. Click on "Wages & Income"
3. Scroll down to "Investments and Savings"
4. Click on the down-facing caret to the right of "Investments and Savings"
5. Click on "Start" to the right of "Dividends on 1099-DIV"
6. Your screen will say, "Did you have investment income in 2024?"
7. Select "Yes"
8. Your screen will say, "Save time by connecting your financial accounts"
9. Click on "Continue"
10. Click on "Enter a Different Way"
11. Click on the box "Dividends" the box will turn green and have a checkmark, and select "Continue"
12. Select "Type it Myself"
13. Enter your Form 1099-DIV information
14. Check the box "My form has info in other boxes" to add entries for boxes 4-16
15. Select "Continue"
16. Answer the follow-up questions

You can contact TurboTax Customer service: Turbo Tax Customer Service

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for "What is IRS Form 1099-DIV

If you have additional information or questions regarding this, please return to Community and we would be glad to help.

[saci]

I am sorry but I really do not think you understand the problem. This has nothing to do with browser cache. Your program has a bug. Turbotax representatives promised to come up with a solution and they promised me to call me yesterday, yet they did not. The way you are handling this issue is extremely frustrating!

[LindaS5247 · Accepted solution]

Sometimes importing documents can cause difficulties, and the best way to resolve them is to delete the form that was imported and re-enter the information manually using the instructions that I have provided. If that doesn't work for you, you can contact Turbo Tax Customer Service.