Information about Form 1099-DIV

Select a link below to go directly to a topic or read through the document to learn about Form 1099-DIV.

• What is Form 1099-DIV?
• How do I Enter Form 1099-DIV?

Form 1099-DIV is the official form for reporting your dividend income to you (and to the IRS). A payer is required to send you this information by February 1 of the current tax year. Sometimes a payer will send you some sort of substitute statement that provides you the same information a 1099-DIV would. You just enter that information into TurboTax as though it came from on an official 1099-DIV.

If you received a broker's statement or consolidated statement from your brokerage firm, enter the name of the firm as the payer of dividends. You do not have to separate dividend payments according to individual company or holding.

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 Here's how to get to the 1099-R screens in the TurboTax Online:

1. Select the Tools button in the upper right-hand portion of the screen.
2. Select Topic Search.
3. When the window opens, type "1099-div" into the box, select the item that best describes the 1099-DIV that you received, and then select GO.
4. Follow the on-screen instructions to enter the information from your 1099-DIV.

Here's how to get to the 1099-R screens in the TurboTax desktop or CD/download version:

1. Enter your cursor into the search box in the upper right-hand portion of the screen.
2. Type "1099-div" into the box, click on the item that best describes the 1099-DIV that you received.
3. Follow the on-screen instructions to enter the information from your 1099-DIV. 

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