Retirement tax questions


@jfw87 wrote:

Please confirm whether US individual taxpayers need to report amounts in 2e and 2f on 2023 tax returns. There is no option to include these amounts in TurboTax Desktop.


IRS Form 1099-DIV instructions page 3 - https://www.irs.gov/pub/irs-pdf/i1099div.pdf

 

Boxes 2e and 2f do not need to be completed for recipients that are U.S. individuals.