Where do I enter my 1099-DIV in TurboTax Online?

by TurboTax•809• Updated 6 months ago

Form 1099-DIV reports dividend income you received from your investments. To enter this in TurboTax Online:

Note: If your TurboTax navigation looks different from what’s described here, learn more.

Sign in to your TurboTax account and open (continue) your return.
Select Federal from the left menu, then Wages & Income.
Locate the section titled Investments & Savings and click open to Edit/Add.
Click Yes on the screen Did you have investment income?
- If you see the screen Your investments & savings or Here's your 1099-DIV info, select +Add investments.
Choose how you'd like to enter your 1099-DIV:
- If you want to import your form, select your bank or brokerage from the list, enter your sign-in info for your online account, and select Get my form.
- If you'd rather manually enter your form, select Enter a Different Way, select 1099-DIV, then Continue.
Follow the on-screen instructions to enter the info from your 1099-DIV.
When you reach the screen Here's your 1099-DIV info, the form you just entered should be listed.
- If you need to enter another 1099-DIV, select +Add Investments and follow Steps 5-7 above.

Note: Don't combine the amounts from two or more 1099-DIV forms if they're from the same payer—enter each form separately.

What if my dividends are $10 or less?

You still need to report your dividend income, no matter the amount. However, your bank or stockbroker isn't required to send you a 1099-DIV, so you might not have one.

To report your dividend income without a 1099-DIV:

Follow Steps 1-4 above.
On the screen Let's import your tax info, select Enter a Different Way, select 1099-DIV, then Continue.
Select Type it in Myself.
On the next screen, enter the info for the Payer's information box and box 1a, Total Ordinary Dividends, then Continue.
Select appropriate answer for Do these uncommon situations apply? and select Continue.