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March 8, 2023

To enter dividends on form 1099-DIV into your 1040-SR:

 

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income
  3. Continue to All Income, locate the section Interest and Dividends and click on Show more
  4. Click Start next to Dividends on 1099-DIV.

 

 

To enter retirement distributions on form 1099-R into your 1040 -SR:

 

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income
  3. Continue and locate the section Retirement Plans and Social Security and click on Show more
  4. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
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