jmarkwhite
Returning Member

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.