Skip to main content
March 10, 2025
Question

How do I manually enter a 1099 investment if my acct is closed? There is no link available

  • March 10, 2025
  • 1 reply
  • 0 views
no link to transfer my unvstment to turbtax.what shell I do?

1 reply

RachelW33
March 12, 2025

To enter your 1099 for investments, please follow these steps in TurboTax Online:
 

  1. Sign in to TurboTax and choose continue or Pick up where you left off
  2. On the left side bar, choose Federal and then Wages & Income
  3. Scroll through the Income section and select Add/Edit next to Investments and Savings
  4. Click on the Add Investments box
  5. Click on the Enter a different way box
  6. Choose the 2nd box, Dividends 1099-DIV and click Continue
  7. Choose Type it in myself
  8. Enter the amounts on your form and walk through the interview questions

If you also had investment sales and received a Form 1099-B, please see this TurboTax Help Article: Where do I enter a 1099-B?

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