This article will help you locate inputs for 1099-DIV income in an individual (1040) return.
To enter Form 1099-DIV for an Individual return:
- Go to the Input Return tab.
- On the left-side menu, select Income.
- Select Dividend Income (1099-DIV).
- Enter the Name of Payer.
- Select the Details button to expand the input screen.
- Enter Box 1a in Total ordinary dividends.
- Enter Box 1b in Qualified dividends.
- Enter Box 2a in Total capital gain distributions.
- Enter Box 2b in Unrecaptured section 1250 gain.
- Enter Box 2c in Section 1202 gain.
- Enter Box 2d in Collectibles (28%) rate gain.
- Enter Box 3 in Nondividend distributions.
- Enter Box 4 in Federal income tax withheld.
- Enter Box 5 in Section 199A dividends.
- Enter Box 6 in Investment expenses.
- For Box 7 or Box 8, Foreign tax paid, see Generating Form 1116 Foreign Tax Credit for an individual return in Intuit ProConnect.
- For Box 9 Cash liquidation distributions or Box 10 Noncash liquidation distributions, see Entering a 1099-DIV cash or noncash liquidation distributions in ProConnect.
- For Box 11, Exempt-interest dividends, see Entering 1099-DIV tax-exempt interest dividends in ProConnect.
- Enter Box 12 in Certain private activity bonds (6251) (% or amount).
- Enter Box 15 in State income tax withheld.
- Select Back to Quick entry at the top of your screen and repeat steps 4 and 5 to enter additional Forms 1099-DIV.