Two 1099-DIV's from same company.

Forum|Forum|1 year ago
February 21, 2025
2 replies
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I have two 1099-DIV's from the same company each having a different account number. Since I don't enter the account number when entering the 1099-DIV for this company, should I add the two together?

VolvoGirl

Employee

No, I would enter each one separately. You can enter different names for them to tell them apart. Like Fidelity Acct 123 and Fidelity Acct 456.

marcy2712Author

Yes, entering each one separately is the best option. I set up two 1099-DIV names showing Firm name and account number on each. Detailed supporting schedules will show the detail for each account. If combined, supporting schedules will not show each account's detail.

SusanY1

You can add the amounts together if you'd like for one entry. In the end, they will be combined by TurboTax.

However, for most users, the process is less prone to entry errors when they are entered separately.

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aet1000

Hi,
I can look at the Forms 1099-Div and see 2 worksheets for both accounts from my broker. But when I go to the step by step "Picture of Your 2024 Income" the Dividends show there only add up to the amount of just one of the accounts from the broker. It doesn't appear to be adding them up on this page. How can I be sure that dividends are being reported in total?

I went to the Form 1040 and it is clearly not adding the second account. It only shows on the Form 1040 the ordinary dividends from Form 1099-Div from the first account. What to do?