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These are the steps on how to enter Form 1099 DIV & INT
A. How to add Sch B to the software
( Schedule B form in the software is the Interest and Ordinary Dividends Form )
1. Under the Tax Returns tab, locate the "+" icon at the upper left portion.
2. Type in Sch in the search bar and find Sch B, then click to open.
B. How to fill up the Sch B Form
- If you have interest income to report, go to the 'Other Interest ' table and refer to Form 1099- INT for the Payer's name and the Interest Income.
- If you have a dividend income to report, go to Part II: Ordinary Dividends table and fill it up accordingly. Refer to Form 1099-DIV for the Payer's name and the Dividend Income.
