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Retirement tax questions
The 1099 form has multiple uses. Here are some common examples, and how to post them. Please include a follow-up question for additional information.
- 1099-DIV
- Start at Income & Expenses
- Select Dividends on 1099-DIV
- Yes you did receive Dividends
- Continue on next page
- Enter your bank name
- Continue with Import or select Change how I enter my form
- 1099-INT
- Start at Income & Expenses
- Select Interest on 1099-INT
- Yes you did receive Interest
- Continue to next page
- Enter your bank name
- Continue with Import or select Change how I enter my form
- 1099-B
- Start at Income & Expenses
- Select Stocks, Mutual Funds, Bonds, Other
- Yes you did sell stocks ...
- Select the box for Stocks, Bonds Etc.
- Continue
- Enter your bank name
- Continue with Import or select Change how I enter my form
- 1099-R
- Start at Income & Expenses
- Select Retirement Plans & Social Security
- Choose IRA, 401(k), Pension Plan Withdrawal
- Get ready to be Impressed [Continue]
- Enter your bank name
- Continue with Import or select Change how I enter my form
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‎February 3, 2021
6:06 AM