How to import 1099-div from computershare

[TomK]

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

[kwgrapejuice]

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]

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

[jboorn]

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

[LinaJ2020]

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

@jboorn

[jboorn]

Yes. Did that way for years.

[Lawrence-Norman-Shapiro]

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]

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.

[PerTurbedRon73]

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]

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:

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

[capon56]

I'm also unable to import my 1099 form information into TT Delux.
After entering my zip, Last Name, SSN & Control # A window pops up that states: "Computershare:  We are unable to locate any records based on the information provided. please confirm your sign on information (ref 001)

[CarissaM]

If you are unable to import the 1099, it would be best to follow the steps above by @JulieS to enter the 1099.  @capon56 

[PerTurbedRon73]

My problem involved the reporting of sales of a few of my wife's Walmart stock on a joint return but I ended up just inputting the stock info into TurboTax manually and by sale groups.

I find that tax reporting for the sale of stock has become very confusing taxwise so I told my wife to just stop buying Walmart stock and buy precious metals (in coins) in the future.  Hopefully, the gains or losses will be easier to track but I guess we shall see. 

[Lawrence-Norman-Shapiro]

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.