Should I use the numbers TurboTax autofilled from my Fidelity account or edit to match my paper statement? On the 1099-DIV section, lines 1a, 1b, and 3 do not match.

[p2a4i6ge]

Why would they be different?

[jtax]

When you say paper statement do you mean brokerage statement or 1099-DIV on paper? You should use the 1099-DIV numbers not brokerage statement numbers. That is what the IRS gets and may reflect a change after the statement. For example, some mutual funds may make a dividend payment that is credited to your account on Jan 2 that was actually issued on Dec 31. So that doesn't appear on your Dec statement but it is taxable in 2018.

If you mean 1099 paper (or PDF) statement, you should figure out why they are different. Perhaps a corrected form has been issued. (Look for the "corrected" box checked). If so be sure to use the corrected form. You may need to ask Fidelity why their systems have produced different results.

Sometimes the imported 1099s can be for all of your accounts, but the paper 1099 might refer to only one account. Or vice versa.

[waltw2r]

The numbers do not match

[SteamTrain]

@waltw2r 

What numbers do not match?  your terse question/comment is not clear.

boxes 1a and 1b "might " match each other, but 1b can be lower than 1a....box 3 has nothing to do with any of them.

__________________

But if your paper 1099-DIV is different form what was imported from the broker...that can be due to several things.  Make sure you have the most recent 1099-DIV form from the broker...the brokers sometimes update their 1099-DIV forms at a later date, especially if you have holdings in RE investments that do not report until March.  So get the "Final" 1099-DIV for 2018 from your Broker, and make sure the numbers on that match what is in your tax file. 

a)  IF you have not yet filed your 2018 tax return, then just edit the numbers to match. BUT...talk to you broker to make sure if they are different so you make sure you have the final copy.  b) IF you Have Already filed your final 2018 tax return some months earlier, and have already received your refund (or paid additional taxes owed) then you will need to amend your 2018 tax return and print/mail in the amended tax file paperwork yourself to correct the changes.

[waltw2r]

Turbo Tax auto filled on my tax forms and I do not have original statement.  but 1a matches but 1b and 3 do not match.  I do not have original statement to verify what was reported.

[waltw2r]

1b is lower  then 1a however 3 is 00.00.

[waltw2r]

need to call broker.

[SteamTrain]

You should leave box 3 in the software blank, so that is immaterial to you.

Yeah, the broker needs to clarify your 1a and 1b $$ values.   1b can never be greater than 1a, but can be equal-to or anything less than 1a (down to a zero).

 But you should be also able to download a PDF of your current 1099-DIV tax forms for 2018 from your Online Broker account  to look at and print out for your files.  You need to keep paper copies of those tax forms in a tax folder every year...don't "lose" them.(outside of TurboTax, not