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New Member
posted Jun 6, 2019 6:44:17 AM

If I have a 1099 Consolidated form, is it necessary for me to enter more information than just the first page?

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Expert Alumni
Jun 6, 2019 6:44:19 AM

Quite possibly.  If you received a consolidated reporting package from a broker dealer, you need to enter the information on the first page (1099-DIV, 1099-INT) and if you had any investment (stocks, bonds, mutual funds) sales reported on a Form 1099-B, you need to enter those transactions as Investment Income in the Income section.