How do I enter my consolidated 1099 manually?

To enter your consolidated 1099 manually you'll need to enter each type of 1099 income that has a non-zero amount separately.

You can manually enter the following Form 1099s on the Your Investment and Savings Accounts screen:

• Form 1099-INT
• Form 1099-DIV
• Form 1099-B
• Form 1099-DA

For example, if you have 1099-INT, 1099-DIV, and 1099-B on your consolidated 1099 you'd add an investment for each of those forms separately, one after another.

To add a 1099-DIV you'd follow these steps:

1. Click Add Investment
2. Choose Dividends (1099-DIV)
3. Enter the name of your Financial Institution
4. Choose Enter it manually
5. Enter the information from the 1099-DIV Dividends section of your consolidated 1099

You would then follow the same steps above to enter your 1099-INT and 1099-B, but you would choose Interest (1099-INT) or Stock Sales (1099-B) for step 2.

Uncommon Income on consolidated 1099:
If you have 1099-MISC income (not common) on your consolidated 1099 you'll need to enter it manually on the Menu Path: Income > Business / Rental Income > 1099-NEC / 1099-MISC screen.

If you have 1099-OID income (not common) on your consolidated 1099 you'll need to enter it manually on the Menu Path: Income > Uncommon Income > Original Issue Discount (1099-OID) screen.