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April 13, 2025
Question

TT isn't adding up my dividend income -- can i manually input the grand total?

  • April 13, 2025
  • 1 reply
  • 0 views

TT is only adding my dividend income from one brokerage and not the other, even though the correct info is in the software.   How and where can I input the correct total on the summary page?

    1 reply

    LindaS5247
    April 13, 2025

    You can try deleting your Form(s) 1099-DIV if they are incorrect or have not entries. You can enter them manually to ensure they are properly reported.

     

    To delete Form 1099-DIV, you can do the following:

    1. Open/continue your return
    2. Click on "Search
    3. And in the search bar type"1099-DIV"
    4. Select "Jump to 1099-DIV"
    5. It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
    6. Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
    7. Click on the "garbage can" to delete this form

    You can enter your Form(s) 1099-DIV information using the steps below:

    1. Open your return
    2. In the search Bar enter Form 1099-DIV
    3. Select "Jump to 1099-DIV"
    4. It will ask, "Did you have investment income in 2024?" Select "Yes"
    5. Select "Continue"
    6. Select "Skip Import"
    7. You will Select your investment type which is "Dividend"
    8. You will "Continue"
    9. Then you will see the screen "Let's get the info from your 1099-DIV"
    10. You will type in the information from your Form 1099-DIV on that page

     

    Click here for How Do I View and Delete Forms in TurboTax Online

     

    Click here for "How to Delete Forms in TurboTax Desktop.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    kgk2Author
    April 16, 2025

    Thanks for taking time to respond.  I had ended up doing what you had suggested in order to get my taxes done on time.   Finding the the error in TT's arithmetic was a disappointing surprise for me, and left me wondering, as a long time user, how much I either overpaid or underpaid in taxes in the past.