Skip to main content
Level 2
April 7, 2022
Question

Form 1099-DIV

  • April 7, 2022
  • 1 reply
  • 5 views

Turboxtax won't transmit my tax return unless box 1a contains a number equal to or greater than box 11 (tax-exempt dividends).  But box 1a, as supplied by the financial institution, is blank (and always has been, for years) and if I enter a number there Turbotax undertakes to charge me taxes on tax-exempt earnings.  Seems like a software glitch.

    1 reply

    SteamTrain
    Level 15
    April 8, 2022

    Duplicate post.

     

    One of the answers here should be the solution

    ...........(i.e you may be improperly entering those $$ on a 1099-INT form and not a 1099-DIV):

     

    Re: How can I resolve "Needs review" status for my... (intuit.com)

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*