Data entry for 1099-DIV

To enter 1099-DIV information for 1041 returns:
  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.
  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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