3549070
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

DIV / INT should show the account number

When the investment accounts are imported, we can not see the account on the 1099-INT or 1099-DIV. The only way to know what is going on is to correlate by the $$$ shown.  Why does TT not show the account numbers????  The postcards on the summary DIV/INT page are useless.

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
AnnetteB6
Expert Alumni

DIV / INT should show the account number

The account numbers may not even be part of the imported information since they are not reported as part of your tax return.  Therefore, TurboTax has no need for that information.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

DIV / INT should show the account number

There is a tracking number on the 1099-Div/Int/OIDs.   This is used by the IRS to confirm reporting compliance. That tracking information, or the account number - if reported, can be used to distinguish the imported data.

DIV / INT should show the account number

AnnetteB6,  thank you for explaining.    TT Schedule B shows all the imported numbers - and this is adequate for my own tracking.   I can't determine which account apriori, but I can align the numbers to the account by going back to the investment company and downloading the 1099's summaries. Good enough: I'll do a deep dive on Schedule B next time. 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question