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Hello, i have a betterment account and i have both a 1099-B and a 1099-DIV form, do i file both? I do not see the option for 1099-B under the Wages & Income options

 
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LinaJ2018
Intuit Alumni

Hello, i have a betterment account and i have both a 1099-B and a 1099-DIV form, do i file both? I do not see the option for 1099-B under the Wages & Income options

Yes, you will need to enter both Form 1099-B and 1099-DIV information in TurboTax online program.  

To enter Form 1099-B, go to:

 

  • Sign in to your account and select Pick up where you left off
  • At the right upper corner, in the search box, type in 1099B and Enter 
  • Select Jump to 1099B 
  • Follow prompts

 

To enter Form 1099-DIV, follow these steps:

 

  • At the right upper corner, in the search box, type in 1099 div then Enter 
  • Select Jump to 1099div
  • Follow prompts

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1 Reply
LinaJ2018
Intuit Alumni

Hello, i have a betterment account and i have both a 1099-B and a 1099-DIV form, do i file both? I do not see the option for 1099-B under the Wages & Income options

Yes, you will need to enter both Form 1099-B and 1099-DIV information in TurboTax online program.  

To enter Form 1099-B, go to:

 

  • Sign in to your account and select Pick up where you left off
  • At the right upper corner, in the search box, type in 1099B and Enter 
  • Select Jump to 1099B 
  • Follow prompts

 

To enter Form 1099-DIV, follow these steps:

 

  • At the right upper corner, in the search box, type in 1099 div then Enter 
  • Select Jump to 1099div
  • Follow prompts

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