- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I should have clarified - the K-1 only includes some dividend income, which is a much smaller number than the money we received as a payout. We didn't get any form reflecting the amount of the payout. I figured we should have received a 1099 but maybe I'm wrong? We asked and were told to just put in the K-1 info and then claim the payout as "other income" but I don't know how to do that without a 1099-R or anything.
March 16, 2025
10:22 AM