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March 9, 2025
Solved

How do I edit the actual IRS form in TurboTax if TurboTax incorrectly populated the form from a 1099-DIV?

  • March 9, 2025
  • 2 replies
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TurboTax incorrectly populated the 1099-DIV Recipient's address field (city and state) in Schedule B when uploading the 1099-DIV from my financial institution.
    Best answer by SteamTrain

    @jnb-grayline 

     

    AND..if you are using the "Online" software?

     

    Just delete the entire form.

    Then re-enter it manually.

    DO NOT upload a picture or PDF of the 1099-DIV...just type in all the data.

    No address is required when you type it all in manually.

    _______________________

    Theres scores of problems with Picture or PDF uploads of various tax forms.

    Just Do Not do it that way.

    2 replies

    LindaS5247
    March 9, 2025

    You can change the recipient's address on a Form 1099-DIV as follows if you are using TurboTax Desktop::

     

    1. Switch to Forms Mode by clicking on "Forms" at the top of your TurboTax screen. 
    2. In your left panel click on the 1099-DIV that you want to edit the address on
    3. The Form 1099-DIV will appear in the right panel of your TurboTax screen
    4. Scroll to the bottom of your Form 1099-DIV
    5. Click on the address box for the recipient
    6. Edit the address

    It will look something like this:

     

    To switch to Forms mode, click on "Forms"

     

     

    In your left panel select the Form 1099-DIV you want to edit:

     

     

    Scroll to the bottom of your Form 1099-DIV to edit your recipient address:

     

     

    Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

     

    Click here for "What is IRS Form 1099-DIV?"

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    SteamTrain
    Employee
    March 9, 2025

    @jnb-grayline 

     

    AND..if you are using the "Online" software?

     

    Just delete the entire form.

    Then re-enter it manually.

    DO NOT upload a picture or PDF of the 1099-DIV...just type in all the data.

    No address is required when you type it all in manually.

    _______________________

    Theres scores of problems with Picture or PDF uploads of various tax forms.

    Just Do Not do it that way.

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*