Skip to main content

Help with account management

Help & support hub

Contact us

Sign into your products Sign in to manage account

Interest and dividends

Adjust amounts for nominee distribution, accrued interest, OID, or ABP

Attach electronic copy of Form 8949 substitute statement

Calculate series EE or I bond interest

Critical diagnostic - dividend schedule, total capital gains are less than the sum of 1099-DIV 2(b), 2(c) & 2(d)

Data entry for Form 8960 Net Investment Income Tax

Dispose of interests in partnerships or S corporations when section 1411(c)(4)(A) applies

Enter a wash sale

Enter accrued interest

Enter consolidated 1099 as a whole

Enter data for Form 6781 section 1256 contracts marked to market

Enter exclusion for Series EE or I bond interest

Enter foreign interest income

Enter foreign taxes paid on foreign dividend income

Enter Form 1099-DIV nominee distributions

Enter Form 1099-INT nominee distributions

Enter municipal and tax-exempt dividends reported on Schedule B

Enter nominee amount adjustments for dividends

Enter nominee, accrued, OID, or ABP adjustments for interest

Enter private activity bond dividend income

Enter private activity bond interest income

Enter seller-financed mortgage interest

Enter series EE or I bond interest on Schedule B

Enter tax-exempt interest reported on Schedule B

Enter taxable dividends

Enter U.S. obligations and exempt interest for state return processing

Exemption from foreign tax credit limitation (suppress Form 1116)

Force series EE or I bond interest

Form 1099-DIV data entry

Form 1099-INT data entry

Form 1099-OID data entry

Interest and dividend income for a multi-state return

Interest income information transferred to Form 1116

Nondividend distributions

Print conditions for Schedule B

Report tax-exempt interest on Schedule B

Report worthless securities on Form 8949

Troubleshoot Form 1116 not printing

Triva isn't available right now.

Check out the support page for our phone number and hours