- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Please clarify what form you have. You don't get Form 1099-R for investments. If you sold stock, mutual funds, or other investments you get Form 1099-B. Form 1099-R is for a distribution from a pension, IRA, or other retirement account.
a month ago