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March 17, 2025
Question

Software problem

  • March 17, 2025
  • 1 reply
  • 0 views

No matter what I try I can not get past the import function for dividends.  I have tried each button function and nothing will allow me to input the blocks on the 1099 Div 

    1 reply

    JohnB5677
    March 17, 2025

    If all else fails you can enter it manually.

     

    If this is the first time entering investments

     

    1. Select Wages & Income
    2. Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report
    3. Did you have investment income in 2024? [Yes]
    4. A list of Financial Institutions will come up
    5. Enter a different way
    6. Five boxes will come up
    7. Select the Dividend Box - Continue
    8. How would you like to upload your 1099-XXX?
    9. Scroll down. Select [Type it myself]
    10. post your 1099-DIV

    If you entered a 1099-XXX previously

    1. Select Wages & Income
    2. Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report
    3. [Add/Edit]
    4. The screen will show previous entries
    5. Select a previously entered record or
    6. [+ Add investment]
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