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I have a 1099-PATR to file, How do I do so?

Its my patronage dividends, wondering if I need to file that somehow?
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1 Reply
IreneS
Intuit Alumni

I have a 1099-PATR to file, How do I do so?

In general, the dividend that was reported to you on Form 1099-PATR can be entered on Schedule B using the following steps:

  1. Click on Federal Taxes > Wages & Income.  [In TT Self-Employed: Personal > Personal Income > I’ll choose what I work on.]
  2. Scroll down to the Interest and Dividends section and click on the Start/Revisit box next to Dividends on 1099-DIV.
  3. Answer Yes to Did you receive any dividend income? (even though it was not reported on a 1099-DIV)
  4. On the next screen, click on I'll type it in myself.
  5. Enter the dividend information and continue through the rest of the interview.


There are situations were the 1099-PATR does not have to be entered.  For additional situations concerning a 1099-PATR, please see this FAQ: 

https://ttlc.intuit.com/replies/5113710



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