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Erin59
New Member

Dividend download turn on

I want to download dividend data, but I already told TurboTax that I wanted to enter myself and don't ask me again.  How can I change this option and download?

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Accepted Solutions

Dividend download turn on

You should be able to go back through the section and choose to have your DIV form import.

 

  1. Sign in to your TurboTax account and open (continue) your return
  2. Select Federal from the left menu, then Wages & Income
  3. Locate the section titled Investments & Savings and select Show More, then select Start or Revisit next to Dividends on 1099-DIV
  4. Select Okay! On the screen Time to kick off your investments! OR Yes on the screen Did you receive any dividend income? then Continue
    • If you see the screen Your investments & savings or Here's your 1099-DIV info, select Add investments or Add another 1099-DIV, then Continue
  5. Choose how you'd like to enter your 1099-DIV:
    • If you want to import your form, select your bank or brokerage from the list, enter your sign-in info for your online account, and select Get my form 

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1 Reply

Dividend download turn on

You should be able to go back through the section and choose to have your DIV form import.

 

  1. Sign in to your TurboTax account and open (continue) your return
  2. Select Federal from the left menu, then Wages & Income
  3. Locate the section titled Investments & Savings and select Show More, then select Start or Revisit next to Dividends on 1099-DIV
  4. Select Okay! On the screen Time to kick off your investments! OR Yes on the screen Did you receive any dividend income? then Continue
    • If you see the screen Your investments & savings or Here's your 1099-DIV info, select Add investments or Add another 1099-DIV, then Continue
  5. Choose how you'd like to enter your 1099-DIV:
    • If you want to import your form, select your bank or brokerage from the list, enter your sign-in info for your online account, and select Get my form 

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