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March 6, 2021
Question

If I can't find Green State Credit Union, what do I do?

  • March 6, 2021
  • 1 reply
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Where do I enter interest, dividends and capital gains

1 reply

March 10, 2021

 After you have logged in and are in your return in TurboTax Online:

 

  • Go to Search at the top of the screen.
  • Enter Form 1099-INT in the search box. 
  • You will see a Jump To function that will take you to the 1099-INT input screens. 
  • Then add a new 1099R and manually enter your 1099-INT.

At the financial services screens, click "Change how I enter my form" then "Type it myself"

 

Repeat the process for the 1099-DIV and 1099-B

 

The 1099 Series are informational reporting forms submitted to the IRS by third parties. The IRS then matches the form information to your tax return to insure all income is reported and taxed.  If you do not include a 1099 received from a third party on your tax return, you will receive a notice from the IRS asking why. This is the CP2000 matching notice.  If you ever receive a notice, respond prior to the due date of the notice either by mailing or faxing, if a fax number is provided.