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Entering information from 1099-INT and 1099-DIV in SureFire

🔍 What is Entering information from 1099-INT and 1099-DIV in SureFire?

The 1099-INT is an interest statement, and the 1099-DIV is a dividend statement. These are both reported on the Schedule B.

This guide explains how to link and use the Interest Statement and Dividend Statement in SureFire, and how to fill out the statement columns.

⚠️ Before You Begin

You should use the statement link options when:

  • There are more than six items of interest income, or
  • There are more than 10 items of dividend income, or
  • You need a worksheet to help SureFire correctly handle interest or dividend income, regardless of the number of items.

Important: If you use the statement, make all entries on the statement.

📊 Step-by-Step Guide

Step 1: Link the Interest or Dividend Statement from Schedule B

Use this when you need to enter interest and/or dividend items using the linked worksheet statements.

There is an Interest Statement and a Dividend Statement which you can link to from:

  • Line 1b (for interest) by pressing F9
  • Line 5a (for dividends) by pressing F9

Step 2: Enter information in the statement columns

Use this to fill out the statement worksheet. The columns below are described for interest, but some apply to both interest and dividend statements.

Below is information on how to use the columns (these are for interest, but some apply to both interest and dividend statements. Information on dividend only columns is below.):

Payer (interest and dividend statements)

Type the name of the Payer.

Box 1 or 3 amount (interest and dividend statements)

Type the total amount of interest paid.

TSJ (interest and dividends)

If you need to split income between taxpayer and spouse on the state return or to compare married filing joint vs married filing separate, use this column. Type:

  • "T" if the interest is owned by the primary taxpayer
  • "S" if owned by the spouse
  • "J" if owned jointly

The amounts entered as "J" (joint) will be split at 50% for the taxpayer and the spouse.

State adjust +/- Amount (interest and dividends)

These columns affect the state return only. If the interest is taxable on both the U.S. and state returns

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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