Form 1099-R reports distributions of $10 or more from:
- Profit-sharing or retirement plans.
- Any individual retirement arrangements (IRAs).
- Annuities, pensions, insurance contracts, survivor income benefit plans.
- Permanent and total disability payments under life insurance contracts.
- Charitable gift annuities, etc.
Form 1099-DIV reports dividend income. If you received a 1099-R, you do not enter it in the Dividend section. You report it in the Retirement Income section.
Whichever form you received, you only enter it once.
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