Qualified Dividends from Schwab not populating 3a on 1040 - Bug?

Forum|Forum|1 year ago
March 1, 2025
2 replies
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About two weeks ago, i imported from Schwab, and everything looked good. Because Schwab indicated that all forms would be available after Feb 28, I deleted the Schwab import and re-imported. While the data did not change, and I reviewed the import, the numbers didn't correctly flow to the 1040 form. For example, the import shows qualified dividends, but on the 1040 3a line, they don't show up. (the original import I did a few weeks ago was correct). Is there a problem with importing now, or perhaps there's a glitch because while deleted the original import, maybe something is not set right ??

TurboTax Home & Biz Windows

SteamTrain

Employee

@Mikemuck

Could be most anything....temporary hiccup....scrambled file....misformatted file

Edit the 1099-DIV either in the interview...or in Forms Mode, and check all the boxes against your paper 1099-DIV (or the PDF of your 1099-DIV), and enter anything that is missing in the correct box of the software's 1099-DIV.

__________________

Or delete the imported 1099-DIV and re-enter it...but manually this time. Don't import.

OR delete and re-import it and see what happens.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

howard5983

I am having the same/similar problem. Import seemed to work fine, but…..

1. Interest amounts are in worksheet and get rolled-up to Schedule B and 1040 fine.

2. Dividend amounts are in worksheet, but do not appear to get rolled-up to Schedule B OR 1040.

Interested in feedback from Intuit about whether this is a bug, or there is something else that might cause this.

Note: ran the error check and it’s not showing any missing info or errors.

Howard

MikemuckAuthor

To "fix" this, I went into dividends (step by step) and just started a manual entry, and the act of starting one, then populated the fields. I then just deleted the blank form I started. This is definitely not the behavior that should be and if I didn't check the forms, this could have been submitted as no error was found.