Get your taxes done using TurboTax

Thank you, and an apology. it is, as you said, from forms 1099-DIV not 1099-R. (I was responding from memory, using my phone, and did not have ths file open. i won't do that again.)

The amount in box 5 (Section 199A) in several 1099-DIV forms gets picked up in form 8995 as <REITs and "publicly traded partnerships"> - although in some places, only the REIT reference is shown. i managed to miss the PTP reference in 8995, and the amount properly gets carried to form 1040 line 13.

I imagine i can find those partnerships in my Schwab details. 

Thanks again for leading me to the answer!