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March 19, 2024
Question

1099 DIV.

  • March 19, 2024
  • 2 replies
  • 0 views

I have a 1099 DIV from AssetMark Trust Company. Line 1a-Total ordinary dividends (includes lines 1b, 5, 2e) 1,362.95. 1b-Qualified dividends 136.21. Line 5 7.84 and line 2e 0.00.  Of which amounts do you enter on the return?

    2 replies

    Employee
    March 19, 2024

    Enter everything you see. 

    SharonD007
    March 20, 2024

    Form 1099-DIV is reported in TurboTax under the Investments Section of Income on its own dedicated section. Enter your 1099-DIV exactly as it is.  

     

    Refer to the TurboTax article Where do I enter my 1099-DIV in TurboTax Online? if you need assistance with entering your 1099-DIV.   You can also review the TurboTax article What Is IRS Form 1099-DIV: Dividends and Distributions?  for more information about your dividends. 

     

    @jaypee19 

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