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pml33040
New Member

How to import 1099-div from computershare

 
8 Replies
TomK
Expert Alumni

How to import 1099-div from computershare

Please read this TurboTax FAQ for additional information about importing a Form 1099: How do I import my 1099?


kwgrapejuice
Level 1

How to import 1099-div from computershare

Have tried dozen different ways and entries to import 1099DIV info for two investment funds (PNC & Prudential)  handled by Computershare using last name, SOC, Zip, Control #, as required. Nothing works. Easier to enter info manually. Same problem existed last year for 2018 taxes. 

Not sure if this is a problem with the Turbo Tax Import page or at Computershare.    

DaveF1006
Employee Tax Expert

How to import 1099-div from computershare

Sometimes these import features do not work and the only thing you can do as manually add these. 

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jboorn
New Member

How to import 1099-div from computershare

If I need to enter it manually why am I paying for turbo tax

LinaJ2020
Expert Alumni

How to import 1099-div from computershare

Would you be able to prepare your return with a pencil and IRS free download tax forms?  

 

@jboorn

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jboorn
New Member

How to import 1099-div from computershare

Yes. Did that way for years.

Lawrence-Norman-Shapiro
Returning Member

How to import 1099-div from computershare

For Turbo Tax Premier Online 2020, one must enter your SSN with hyphens.
All of my Computershare 1099-DIVs contain my SSN under their "Recipient's ID No.", and all contain the hyphen format.

I image the same is true for Turbo Tax Premier PC.

LadyDI_56
Level 1

How to import 1099-div from computershare

I had same issue, then took a picture of the form with my phone & uploaded the jpg.  It auto-populated then.  I tried uploading a pdf of the form, but that didn’t work…only the jpeg.

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