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How to file a Form 1099-DIV for a Rollover IRA for tax deferral
In 2022, after I moved the stocks in my 401K to a Rollover IRA account, I received an additional check for the dividend. I also deposited the dividend check into the same Rollover IRA account. This dividend amount was reported in Form 5498 in #2 Rollover contribution from my broker. I received a 1099-DIV which lists the dividend in box #1a (as Total ordinary dividends) and #1b, and also the Federal income tax withheld amount in box #4. How do I (or can I) report the dividend as the Rollover IRA amount in the Turbo tax for the tax deferral purpose? Thank you.
‎February 23, 2023
3:09 PM