Data entry for 1099-DIV
To enter 1099-DIV information for 1041 returns:
important
Don't complete this Organizer screen for payers listed in Organizer, Source Documents (1099), Consolidated 1099, because the electronic version of Form 1099-INT's built from those Organizer screens.
- Go toOrganizer,Source Documents (1099s), and then1099-DIV.
- Enter the payer's name, address, domestic or foreign city, state or country, and zip or postal code.
- Enter the payer's federal ID number.notePayer information must be entered completely. The payer ID number's mandatory for certain state e-filed returns. The state return could be rejected if the payer ID isn't entered.
- The recipient information automatically populates fromOrganizer,General Information,Basic Return Information,Entity Information. Override anything necessary.
- Enter amounts in fields that apply. State withholding will carry to the specified state's return. And other amounts will carry to the applicable forms and worksheets in the return.
- And lastly, useState Allocation of Non-Resident Tax Exempt Interestto fill in the detail for these interest items.
