Retirement tax questions

@7cashew77 

 

Just start a new 1099-DIV form and enter them on the form...but you DO need to check the box on that page to indicate that the 1099-DIV form has more than the boxes 1a, 1b, 2a shown right at the start....checking that box allows the software to show all the other boxes for a 1099-DIV form:

 

box 3 = Non-Dividend distributions  (usually a return of capital for some security or fund you hold, that reduces your basis in that security...)

box 5 = Section 199A distributions

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*