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Retirement tax questions
Did you receive a 1099-DIV and schedule K1?
If you received dividends from a real estate investment trust (REIT) or income from a publicly traded partnership (PTP), that income is also used to calculate your pass-through deduction.
Qualified REIT dividends are reported in Box 5, Section 199A dividends, of your Form 1099‑DIV.
A PTP investor will receive an annual Schedule K-1
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February 12, 2025
6:35 AM