AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

You should be entering information in the Form 1099-DIV section for dividend income, not Form 1099-R for retirement plan distributions.

 

1 - If you did not receive a Form 1099-DIV, then you should probably assume that the dividends are ordinary.  Qualified dividends require a particular holding period to be met in order to receive the preferred tax treatment.  

 

2 - An account number should not be required in order to report the dividends that you received.

 

3 - You do not need to enter a Form 1099-DIV for each company, instead enter one Form 1099-DIV for Robinhood reporting all of the dividends that were paid through Robinhood.

 

4 - Yes, the date the dividends were declared will determine whether they are reported on your tax return, not the date they were paid.  If a dividend was declared in December, but not paid until January, then it is reported as if it was received in December.  

 

To learn more, see the following TurboTax article:  What are dividends?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post