Retirement tax questions

@ChallengedinCA 

 

I don't believe that an actual form 1099-B shows up on the tax software...

i.e. a 1099-B isn't displayed by itself...

 

What shows up from a "Consolidated" Form 1099-B that is imported into the tax software:

1)  1099-INT form for interest from your various investments.

2) 1099-DIV form.  That contains stock dividends, and Mutual fund distributions.

3) a form 8949 that shows any actual sales of Stocks, Bonds, or Mutual funds you might have sold 

4)   More rarely, a form 1099-OID.

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Now, if you imported the data from Fidelity that has interest and dividends in it, and no 1099-INT, nor 1099-DIV showed up, then there may be an issue with the import. 

Likewise if you actually sold stock, or bonds or mutual fund shares..then there should be a form 8949 in your file.....but nothing actually labelled 1099-B will display...except as a selection during your data entry.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*