How to Use Last Dividen Information to Fill-In This years form

William114 · ‎March 8, 2025

Turbotax 2024 loaded my last years taxes and I verified they were correct. How when I start to fill in this years Dividend forms for the same account, I can not select last years to get all account information, I have manually re-enter it.

How how do I transfer that information from last years forms into this years form without going to the financial institute ?

MarilynG1 · ‎March 14, 2025

Your Dividend info may have transferred from last year's return. The user interface is a bit different this year. On the income topics page, when you chose 1099-Div, you get a page with separate icons for each institution.

Look for one for your institution name, or it may say 'Untitled', and also may say 'Needs Review' or has $0.00 amount showing.

@William114

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