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April 2, 2025
Question

rogue extra 1099-DIV

  • April 2, 2025
  • 1 reply
  • 0 views

we have an extra 1099-div sitting in our list of 1099-div's this year and we cannot get rid of it.....the Turbo Tax website advises approaches that don't work - deleting from the forms menu, etc. - what else can we do?  seems like a bug.  We are using Turbo Tax on a MAC

    1 reply

    LindaS5247
    April 2, 2025

    Does the Form 1099-DIV have numbers in it or is it a blank one that was carried forward from a prior year? Did you import your Forms 1099-DIV? Did you try deleting it in "Forms Mode" if you have TurboTax Desktop?

     

    To switch to "Forms Mode" you can click on Forms in the upper-right of your TurboTax screen. Then scroll down your left panel to the Form 1099-DIV and click on it. It will show in your right panel. Near the bottom left of the form there is a Delete button. When you press this you will get a pop-up box to confirm the deletion. You will select "Yes".

     

    In TurboTax Online you will click on "Tax Tools" and then "Tools" and then select "Delete a Form" in your right panel and scroll to the Form 1099-DIV to delete.

     

    To delete a form that came in the mail (i.e.  W-2, 1098, or 1099) it's best to do it from within your return. You can do this as follows:

     

    To delete Form 1099-DIV, you can do the following:

    1. Open/continue your return
    2. Click on "Search
    3. And in the search bar type"1099-DIV"
    4. Select "Jump to 1099-DIV"
    5. It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
    6. Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
    7. Click on the "garbage can" to delete this form

    You can enter your Form(s) 1099-DIV information using the steps below:

    1. Open your return
    2. In the search Bar enter Form 1099-DIV
    3. Select "Jump to 1099-DIV"
    4. It will ask, "Did you have investment income in 2024?" Select "Yes"
    5. Select "Continue"
    6. Select "Skip Import"
    7. You will Select your investment type which is "Dividend"
    8. You will "Continue"
    9. Then you will see the screen "Let's get the info from your 1099-DIV"
    10. You will type in the information from your Form 1099-DIV on that page

     

    Click here for How Do I View and Delete Forms in TurboTax Online

     

    Click here for "How to Delete Forms in TurboTax Desktop.

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