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Entering 1099-DIV box 9 and box 10 in Lacerte

SOLVEDby IntuitLacerte Tax319Updated April 07, 2022

Intuit Lacerte doesn't currently have dedicated input fields for 1099-DIV boxes 9 and 10. Follow the steps below to input.

  1. Go to Screen 17, Dispositions to enter the transaction.
  2. Enter the amount shown in Box 9 or Box 10 as the Sales price (code 27).
  3. Enter the known basis amount as the Cost or Basis (code 29).
  4. Enter the date of the basis investment, if known in Date acquired (code 25) or enter a negative date for various.
  5. Enter the date the corporation was liquidated as Date sold (code 26) or enter negative date for various.
    • If necessary, use the 1=short term, 2=long term [O] (code 51).

For additional guidance, review IRS Pub. 550.

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