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L
Lpack
February 12, 2025
Question

1099-DIV

  • February 12, 2025
  • 1 reply
  • 0 views

If I have one 1099-DIV form but has multiple “funds” list with their own payer’s tin number associated. How would I enter this info? Do I add them all up into one submission or add them individually? If I had them individually, do I list the fund name or all under the financial institution (like recommended in the prompt)?

    1 reply

    D
    DianeW777
    February 12, 2025

    The recommended action would be to enter the one 1099-DIV you have received using the financial institution as the payer of the dividends. This is what the IRS would be looking for.

    1. Open your TurboTax return > Search (upper right) > type 1099div > Click the Jump to... link
    2. Add Investment or Edit your dividends > Select Enter a different way > Select  Dividends > Select Type it myself
    3. Continue to enter your 1099-DIV and finish this section .
    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    L
    LpackAuthor
    February 13, 2025

    Thank you for your response. So would I then add up all of 1a boxes and so forth to submit just one entry?

    D
    DianeW777
    February 13, 2025

    Yes, you can do that.  If you have more but all from the same company it would be an easier entry than one-by-one.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
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