How to import 1099-div from computershare

Forum|Forum|7 years ago
June 1, 2019
16 replies
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TurboTax Premier Online

TomK2023

Level 15

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

Level 15

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

Level 14

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.

capon56

Level 2

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)