davetodd11
Level 5

Where do I enter Form 1099-DIV, Line 9 "Cash Liquidation Distributions" for the 1040 returns?

I don't understand what Intuit's logic was when they designed the 1099-DIV entries sections of the Schedule B in the 1040 return.  The Dividend Income Worksheet in NO WAY resembles the flow of the actual 1099-DIV, and is tedious to follow.  You apparently think you did us a favor by organizing most of the 1099-DIV data into 6 groups on your worksheet, but this worksheet does not cover all of the boxes from Form 1099-DIV.  Notably missing are Boxes 9 and 10 of the 1099-DIV which report Cash & Noncash Liquidation Distributions, respectively.

I do a lot of 1041 trust returns.  Comparing the the 1099-DIV worksheet in the 1041 to the Dividend Income Worksheet in the 1040 returns, you'd think these two returns were developed on tow completely different planets.  The 1041 version flows almost perfectly in sync with the 1099-DIV, (except what you label as Box 14 in your worksheet is actually Box 16 on the 1099-DIV).  Why can't you incorporate the format of the 1041 worksheet into the 1040 returns?  That would certainly make our lives considerably easier.

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