How to import 1099-div from computershare

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TurboTax Premier Online

TomK2023

Alumni - Intuit

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

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kwgrapejuice

Level 2

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.

user17730248446

Level 2

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.

user17730248446

Level 2

For tax year 2023

1. SSN: No hyphens, spaces, nada, just your 9 numbers!

2. Control Number: No spaces (I downloaded all my PDF's and noticed every Control Number had several spaced). When importing, remove the spaces.

Yes, every year I 'some' issue importing Computershare, but have always been able to (eventually) import them WHICH DOES SAME ME TIME thank goodness.

DaveF1006

Alumni - Intuit

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

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jboorn

Level 2

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

linaj20201

Alumni - Intuit

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

@jboorn

PerTurbedRon73

Level 2

I also have a problem importing a 1099DIV & 1099B from Computershare for 2022 using TurboTax (TT) Premier software. TT keeps saying "Computershare One or more sign-on and/or transaction inputs are missing or invalid (Ref 003).the inputs are wrong." I've tried using Edge and Chrome browsers with TT with the same results.

JulieS

Alumni - Intuit

Yes, there are other options to enter your 1099-DIV if the import doesn't work.

As you go through this flow, you can try to import the form, convert it from a file on your computer or take a photo of it. Watch for the screen How would you like to upload your 1099-DIV? for more options.

Here is where to enter dividend income:

Open your return and select Federal on the left side menu.
Select Wages & Income.
Scroll down, or expand the list and find Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto).
Select + Add investments.
Follow the next few screen to import your 1099-DIV.
If you want to enter it manually, or if you can't import it, select Enter a different way, at the bottom.
Select Dividends on 1099-DIV.
Click Continue.
Select one of the three options, or Type it in myself, at the bottom.
Enter only the field that are filled in on your 1099-DIV form.