Question

How to import 1099-div from computershare

Forum|Forum|7 years ago
June 1, 2019
4 replies
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TurboTax Premier Online

TomK2023

Please read this TurboTax FAQ for additional information about importing a Form 1099: How do I import my 1099?

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K

kwgrapejuice

Have tried dozen different ways and entries to import 1099DIV info for two investment funds (PNC & Prudential) handled by Computershare using last name, SOC, Zip, Control #, as required. Nothing works. Easier to enter info manually. Same problem existed last year for 2018 taxes.

Not sure if this is a problem with the Turbo Tax Import page or at Computershare.

Lawrence-Norman-Shapiro

For Turbo Tax Premier Online 2020, one must enter your SSN with hyphens.
All of my Computershare 1099-DIVs contain my SSN under their "Recipient's ID No.", and all contain the hyphen format.

I image the same is true for Turbo Tax Premier PC.

Lawrence-Norman-Shapiro

For tax year 2023

1. SSN: No hyphens, spaces, nada, just your 9 numbers!

2. Control Number: No spaces (I downloaded all my PDF's and noticed every Control Number had several spaced). When importing, remove the spaces.

Yes, every year I 'some' issue importing Computershare, but have always been able to (eventually) import them WHICH DOES SAME ME TIME thank goodness.

DaveF1006

Sometimes these import features do not work and the only thing you can do as manually add these.

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J

jboorn

If I need to enter it manually why am I paying for turbo tax

L

linaj20201

Would you be able to prepare your return with a pencil and IRS free download tax forms?

@jboorn

P

PerTurbedRon73

I also have a problem importing a 1099DIV & 1099B from Computershare for 2022 using TurboTax (TT) Premier software. TT keeps saying "Computershare One or more sign-on and/or transaction inputs are missing or invalid (Ref 003).the inputs are wrong." I've tried using Edge and Chrome browsers with TT with the same results.

J

JulieS

Yes, there are other options to enter your 1099-DIV if the import doesn't work.

As you go through this flow, you can try to import the form, convert it from a file on your computer or take a photo of it. Watch for the screen How would you like to upload your 1099-DIV? for more options.

Here is where to enter dividend income:

Open your return and select Federal on the left side menu.
Select Wages & Income.
Scroll down, or expand the list and find Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto).
Select + Add investments.
Follow the next few screen to import your 1099-DIV.
If you want to enter it manually, or if you can't import it, select Enter a different way, at the bottom.
Select Dividends on 1099-DIV.
Click Continue.
Select one of the three options, or Type it in myself, at the bottom.
Enter only the field that are filled in on your 1099-DIV form.