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Level 2
Mar 15, 2023 5:07 PM UTC
Question

data entry in Turbo Tax

If I have 2 or more separate 1099-DIVs or 1099-INTs from the same company, can I combine the amounts from the two forms into one line on Turbo Tax? For instance, if I am reporting total dividend amounts, can I combine the reported total dividend amounts on each form into the box 1a on the dividend reporting section on the Turbo Tax form?

 

Does this also apply to Forms 1099-R from the same company?

2 replies

VolvoGirl
Level 15
Mar 15, 2023 5:15 PM UTC

It would be best to enter each one.  And you have to enter each 1099R separately.  

Level 2
Mar 15, 2023 5:44 PM UTC

Thanks!