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February 27, 2022
Question

Tyring to import forms 1099-div. Instructions state tp search for 1099-div which i do. Has some info from last year but nowhere to I see a place to see import. I have

  • February 27, 2022
  • 1 reply
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Have all info my account info needed to import

1 reply

February 28, 2022

Please follow the steps below to import your Form 1099-DIV:

  1. Click on Tax Home from the left side menu.
  2. Click on Wages & Income from the main screen. Then Click on Review/Edit/Work on other income.
  3. Scroll down till you see a section titled "Investments and Savings" .Within this section, there should be a row for "Dividends on 1099-DIV". Click on Start/Revisit on this row.
  4. On the next page, there would a prompt with title " Time to kick off your investments". Click ok on this prompt. Then on the next page click Continue.
  5. You should now see a page with the title "Let's import your tax info". On this page, you can search for your financial institution and import your 1099-DIV.