In the final review before submitting my Iowa taxes, I get a prompt telling me that the Dividend Income Worksheet has too many characters, and it's highlighting the suffix field - which is blank. It appears that it's pulling the information on the state information worksheet from the Personal Worksheet on the federal side (which is also blank in this field).
I cannot submit my taxes to the state with this error - turbotax will not let me proceed until the error is fixed, but there are no characters typed into the suffix field to make it have "too many characters"
I have the same problem. The field is blank but the program thinks there is something in the field. Turbo Tax needs to fix this immediately.
Glad I'm not the only one! I saw a fix came through today, but it wasn't this one unfortunately. Still stuck!
I have the same issue with the Iowa state return. I'll guess I'll have to wait to see how to resolve this issue before I can file my taxes.
mine was a vanguard issue, go into your dividend section and shorten the vanguard name.
I just spent about an hour on the phone with a very helpful and patient Intuit employee, who saw your post as we were talking. In my case, it was Fidelity - but same issue. Fidelity goes by "National Financial Services LLC", shortening the name to "National Financial Services" on the 1099-DIV form fixed the error.
I had to shorten the name of several of my payers of interest and dividends, but it worked. Turbo Tax should not allow one to put more characters in at the time of entry rather than making you figure this out after the fact. Very disappointed. My return was filed 9 days later because of this issue. Thanks for sharing the solutions.
The individual who pointed out that National Financial Services has too many characters on the 1099 DIV form is correct! We have wasted days trying to figure this out and we shortened the payer name as suggested, and the problem was solved. In the spirit of recognizing someone who actually solved the problem, I suggest that user get free Turbo Tax services for a period of five years. This was a problem in the Iowa Tax return completeness review. Turbo Tax should get on it immediately!!!!!
Thanks much to those of you who troubleshot this one--I had a couple of Thrivent funds that pulled through as too long. Shortened to logical abbreviations and it worked, but this does indeed seem like a significant gap with the Iowa state return.
The Iowa Information Worksheet is giving me troubles on the field for my suffix (which is blank since I don't have a suffix in my name). Is that where you're seeing it?
Yes-for some reason it highlights the suffix part of the information page, but you actually need to go into the dividend forms and shorten fund/payer names-completely different form than what it shows highlighted. It’s frustrating, but I’m glad that’s all it took! Good luck!
That did the trick! It was the same character-limit issue with Fidelity ("National Financial Services LLC") that other users reported. Don't know why TT redirected me to that unrelated field, but I was able to manually navigate to the Dividend sheets. Thanks!
I also fixed that problem by shorting Vanguard Marketing Corporation. I dropped the Corporation and it worked.
I had the same issue, Iowa return, went in and changed "American Enterprise Investment Inc." to Ameriprise Financial, and that cleared the issue about the dividend income worksheet; still working to resolve the issue of the form thinking there is something in the suffix field when it is blank.
update: finally just put cursor in the suffix field shown on the Iowa form the review brought up, and hit delete/backspace until the cursor moved to the far left of the field. That cleared the problem.
@mlblaker mine did this as well - I use Robinhood so the original text from the 1099 was " Robinhood Markets Inc. as agent for
Robinhood Securities LLC." I shortened it to just "Robinhood Markets Inc." in the payer box, hopefully this helps if you
haven'talready solved your issue!
"Morgan Stanley Capital" was the winner for mine which shortened it substantially.
Most often it is due to the very long names of the company. By shortening the name or leaving off the Inc or LLC on the ends of many of these will clear out your problem. This especially seems to always happen when completing an Iowa state return.
This exact error from turbo tax happened to me. The fix : 1st- go to your forms and select the fed. dividend form--I only had one div. form from 'Financial Services...' which I deleted that name and put in 'fidelity' only. Then I went back to state e-file and it transmitted the return!! It e-filed the state return after I finally figured out that it was the dividend form with" too many characters ". I changed the payer name to a shorter name. Right or wrong it worked. It was turbo taxes fault because it 'auto-filled' that "too many characters" name!! Mike
Like those above my error says "Error payer name on a dividend worksheet is blank. But the Review sheet that is shown is the Information Worksheet and the suffix box is highlighted rather than a Dividend worksheet. The payer name on the dividend worksheet is NOT blank. And the payer name is NOT too long. And I have cleared the suffix field on the Info worksheet using the delete and backspace keys.
UPDATE: I worked over the phone with a TT rep for 1 1/2 hours. She could not solve the problem. She said she thought it is an error in the programming code and that she would escalate the problem to the next level of support. When I asked what the "case number" would be for the escalation, she said it was the same one that she and I had. BUT after the call was finished I received an email from TT asking me to complete a survey about how the call went. And that email said the case had been CLOSED. Also, I have searched all the forms included in my return and could not even find a form precisely titled "Dividend Income Worksheet".
UPDATE: talked with TT again today for 1 1/2 hours. They found the problem. On on 1099-DIV that TT imported from a financial institution, the boxes that had no $ amounts in them had 0.00 entered in them. (Again, this is due to TT's import. I did not type in 0.00). I was told to "blank" all of those boxes instead of the 0.00. Then the error about "Payer name on Dividend Income Worksheet cannot be left blank" went away. And I was able to e-file both federal and Iowa returns.
Please see my last UPDATE for a possible solution to your problem.