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How do I enter dividend information manually?

Where do I find the button "I will add information manually" for dividends?
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5 Replies
KathrynG3
Expert Alumni

How do I enter dividend information manually?

When you are in the import are, there is an option in the lower right corner: Change how I enter my form.

 

At How do you want to add your 1099-DIV?, also in the lower right corner: Type it in myself.

 

For more information about how the different items reported on Form 1099-DIV are taxed, see: Is There a Dividend Tax? Your Guide to Taxes on Dividends - TurboTax Tax Tips & Videos

How do I enter dividend information manually?

Thank you for the responses.  I do not have either option in the right lower corner of the dividend section of my turbo tax form.

ColeenD3
Expert Alumni

How do I enter dividend information manually?

The first screen looks like this. Click on "Change how I enter my form". Then the next screen allows you to click the button to type it in yourself.

 

 

 

KL467
New Member

How do I enter dividend information manually?

TurboTax Home & Business 2025 doesn't allow me the option to enter my investments manually.  Instead, it states "Let's finish pulling in your investment income."  There's no "Change how I enter my form" or "Type it in myself" options in the lower right corner of the screen.

 

 

JamesG1
Employee Tax Expert

How do I enter dividend information manually?

In TurboTax Home & Business, follow these steps to enter individual IRS form 1099-B transactions: 

 

  • Select Personal across the top of the screen.
  • Select Personal Income across the top of the screen.
  • Select I'll choose what I work on.
  • Scroll down to Investment Income.
  • Select Start / Update to the right of Stocks, Mutual Funds, Bonds, Other.
  • At the screen Let's finish pulling in your investment income, click Add investments.
  • At the screen Let Us Enter Your Bank and Brokerage Tax Documents, click Skip Import.
  • At the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and select Continue.
  • At the screen Which bank or brokerage is on your 1099-B, enter the information.  Continue.
  • Do these sales include any employee stock, enter No.
  • Do you have more than three sales, enter No.
  • Do these sales include any other types of investments, enter No.
  • Did you buy every investment listed, enter Yes.  Continue.
  • On the screen Now, choose how to enter your sales, select One by one.  Select Continue.
  • On the screen Look for your sales on your 1099-B, select Continue.
  • At the screen Now, enter one sale, enter the information.  Continue.
  • Select Add another sale as necessary.  Continue.

At the screen OK, let's start with one investment type, other types of investments may be chosen.

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