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New Member
posted Feb 5, 2025 1:09:16 PM

Closed investment account. Now they will be sending it by email how do I upload my info??

It is a 1099-DIV

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1 Replies
Expert Alumni
Feb 5, 2025 1:46:24 PM

There's no need for concern. You can enter it yourself if the upload won't work for your 1099-DIV.  Follow the instructions in the link below to enter your dividends from the closed account.

  1. Open your TurboTax Online or TurboTax Desktop account
  2. Search (upper right) > Type 1099div > Click the Jump to.. link
  3. Click Add Investments > Skip the import or Select Enter a different way
  4. Select Dividends > Continue to enter as you follow the screens

Pay attention to the details in the email so that you enter the boxes shown.  The email will indicate which box numbers have information so that the income is taxed properly, such as qualified dividends.