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Information about Form 1099-DIV

Updated: 11/20/2008
Article ID: 3473

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?

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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How do I Enter Form 1099-DIV?

For TurboTax Basic, Deluxe, or Premier:

  1. Select the Federal Taxes tab, then select Income.
  2. In the Your Income screen, select the Select Specific Topics button.
  3. In the Your Income screen, select Interest and Dividends.
  4. Select the Start or Revisit button for Dividends on 1099-DIV.
  5. In the Any Taxable Dividend Income? screen, select the Yes button.
  6. In the Enter Dividend Income screen, enter your dividend information exactly as it appears on the Form 1099-DIV you received from the payer.

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  1. Follow the on-screen instructions.
  2. In Dividend Income Summary screen, select Edit, Delete, or Add, or select Done.

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For TurboTax Home & Business:

  1. Select the Personal tab, then select Personal Income.
  2. In the Your Personal Income screen, select the Select Specific Topics button.
  3. In the Your Personal Income screen, select Interest and Dividends.
  4. Select the Start or Revisit button for 1099-DIV Dividends
  5. In the Any Taxable Dividend Income? screen, select the Yes button.
  6. In the Enter Dividend Income screen, enter your dividend information exactly as it appears on the Form 1099-DIV you received from the payer.
  7. Follow the on-screen instructions.
  8. In Dividend Income Summary screen, select Edit, Delete, or Add, or select Done.

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