Form 1099-DIV; Dividend Income

• Add the "Dividend Listing Page" when the total Taxable Interest and Ordinary Dividends are $1,499 or less.

• Add "Schedule B" when the total Taxable Interest and Ordinary Dividends are $1,500 or more.

1. Select "Income" to expand your Income Forms.

2. Click "Add Income Form".

3. Locate and Select the applicable page (Dividend Listing Page or Schedule B).

OR

You can use the Search for a Form bar in the top left of your screen. *See image below.

If Schedule B is added, select the link within the Dividend Section. The Dividend Listing Page will open.

Select "Add New" to begin.

Name of Dividend Payer:

• Enter the Payer Name from Form 1099-DIV.

Click here to show advanced entries:

• Collectibles 28% Gains, Nontaxable Distributions, Foreign Taxes Paid, and Amount Received as a Nominee. Federal Withholding is also entered here.

How often are the dividends paid:

• Select how often the dividends are paid.

How long did you hold the stock:

• The dividends will be taxed depending on how long the this stock was held.

Ordinary Dividend Amount:

• Enter the amount shown in Box 1a of the Form 1099-DIV.

Qualified Dividend Amount:

• Enter the amount shown in box 1b of the Form 1099-DIV.

Advanced Entries Include:

• Collectibles 28% Gains

• Nontaxable Distributions

• Federal Withholding

• Foreign Taxes Paid

• Amount Received as a Nominee.