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.
  1. Go to
    Organizer
    ,
    Source Documents (1099s)
    , and then
    1099-DIV
    .
  2. Enter the payer's name, address, domestic or foreign city, state or country, and zip or postal code.
  3. Enter the payer's federal ID number.
    note
    Payer 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.
  4. The recipient information automatically populates from
    Organizer
    ,
    General Information
    ,
    Basic Return Information
    ,
    Entity Information
    . Override anything necessary.
  5. 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.
  6. And lastly, use
    State Allocation of Non-Resident Tax Exempt Interest
    to fill in the detail for these interest items.

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