Please note that I am not an income tax professional...
I had contacted the creator of an Excel spreadsheet that can be used in filing U.S. income taxes. You can see his site at:
The reason I had contacted him was because I did not understand how to enter data from IRS Form 1099-DIV into his spreadsheets. I asked him where the tab for Form 1099-DIV was.
He contends that the only information that needs to be entered directly from that form goes to Schedule B, Part II. Therefore, no dedicated tab for Form 1099-DIV is needed.
I say that a dedicated tab for Form 1099-DIV is needed because:
- Box 1a goes into Schedule B, line 5, like he is saying;
- Boxes 1b and 10 go into Form 1040, boxes 9b and 8b;
- Box 2a goes into Schedule D, Line 13
Who is right?