HelenaC
New Member

Investors & landlords

If you received a 2018 1099-Div form, yes it has to be reported and it will be taxable. The 1099-R has to be reported but it won't be taxable because it's a Rollover.

I would contact the retirement administrator to ask why you were given a 1099-Div when those funds should have been re-invested in the 401(k).

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