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June 1, 2019
Question

Where On form 1099Div, from what box do I get the amount I report? 1a,1b, 2a, or where?

  • June 1, 2019
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1 reply

June 1, 2019

Information from all of the boxes should be entered on the 1099-DIV entry screen.  TurboTax will then transfer the numbers to the appropriate form:

Box 1a - Total ordinary dividends - Schedule B

Box 1b - Qualified dividends (which get taxed different) - Schedule B

Box 2a - Capital gains - Schedule D

To enter the amounts from your 1099-DIV, please follow these steps:

  1. Click on Federal > Wages & Income
  2. Scroll down to the Interest and Dividends section and click on the Start/Revisit box next to Dividends on 1099-DIV.
  3. Answer Yes to Did you receive any dividend income?
  4. On the next screen, click on I'll type it in myself.
  5. Enter the dividend information. 
  6. If you have information in boxes other than 1a, 1b and 2a, mark the box My form has info in more than just these boxes (this is uncommon) and the other boxes will appear.
  7. Continue through the interview.