Skip to main content
April 12, 2021
Question

The dividend section is showing the wrong amt. Edit does not seem to work. Also I don't see where tp put my social security income?

  • April 12, 2021
  • 1 reply
  • 0 views
No text available

1 reply

RayW7
April 12, 2021

Regarding the dividends, just revisit the 1099-DIV section, delete what you currently have and opt for entering the information manually.  (see below for instructions)

 

Form 1099-DIV reports dividend income you received from your investments. To enter this in TurboTax Online:

  1. Sign in to TurboTax and open a section of your return.
  2. Search for 1099-DIV and select the Jump to link in your search results.
  3. Answer Yes to Did you receive any dividend income?
  4. Choose your bank or brokerage from the list to import your 1099-DIV and select Continue. If you'd rather manually enter your 1099-DIV, select Change how I enter my form, then Type it in myself.
  5. Follow the on-screen instructions to enter your 1099-DIV.

Regarding Social Security Income, (see below for instructions)

 

Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).

Don't confuse the SSA-1099 with the 1099-R that reports retirement benefits from non-SSA sources like pensions, 401(k)s, and IRAs. 1099-Rs are entered elsewhere in TurboTax.

All SSA-1099 forms get entered in the same place:

  1. Open (continue) your return in TurboTax if it's not already open.
  2. In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.

  3. On the Social Security Benefits screen, answer Yes and select Continue.
  4. Check the first box, then enter the amounts from your form(s) where indicated.
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
    • Do not include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
  5. Select Continue and follow the onscreen instructions.