Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Mar 7, 2020 9:43:54 PM

When filing jointly, you ask if the dividend belongs to person A, person B, or both. How do you define who it belongs to?

We are filing jointly and TurboTax is asking if a dividend belongs to person A, person B, or both.  How  should we determining whether to choose A(me),  or B(my spouse), or both?  If filing jointly, should we be choosing 'both'? Or do we simply select "(belong to)both" only when both spouses' names are on 1099-DIV form?  

0 1 233
1 Replies
Level 15
Mar 7, 2020 9:53:15 PM

Choose the person whose name is on the Form 1099-DIV. If both names are on the 1099-DIV choose "both."