Viewing 1099-Int as a single tab

Forum|Forum|4 years ago
February 20, 2022
3 replies
20 views

How can I view 1099-Int or 1099-Div as separate sections from the other income

sources

DawnC

Level 15

If you have interest or dividend income, both of those income categories have their own section - interest and dividends are often not taxed in the same way ''other income'' is. So, if you have interest and dividends under Other Income (Line 8 of Form 1040), you will want to delete these and enter them in either the Interest Income section or Dividend Income section.

Assuming you are using the desktop software, Use Forms Mode to delete interest and dividend listed in Other Income. Then use the links below to enter your 1099-Int and 1099-Divs in the appropriate section of TurboTax.

Where do I enter my 1099-DIV in the TurboTax CD/Download software

Where do I enter Form 1099-INT?

In TurboTax, interest and dividend income has its own category section. The information entered here transfers to Form 1040, Line 2 and 3. As mentioned above, all ''other'' income will show up on Line 8. If you have interest and dividends on Line 8, your tax calculations may be off.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

hbkeynesAuthor

Level 2

I am using the online self-employed version. In this version ALL 1099 income, interest1099I, dividends 1099D and gains/losses 1099B, appear in one section in a scrambled non alphabetical huge list. You are unable to check a particular item without scrolling through the entire list. Is there a way to have this list changed to 3 separate lists for 1099-I, 1099-D and 1099-B as was common in this version prior to this year.

[PII removed]

Cass0317

Level 10

Are you looking at your TurboTax or your brokerage account?

If it is your TurboTax account, DawnC's post above will show you how and where your 1099's get categorized in your TurboTax account, but there is not another way to make separate lists.

For instructions on how to import your 1099's please see the TurboTax FAQ below:

How do I import my 1099?