Retirement tax questions

You dont get dividends that often.  Maybe one a month or quarter.  Is this deductions from your paychecks?  You will get a 1099Div or 1099Int to report on your tax return.  You get a 1099B for sales.  You dont enter from the account statements.  Where is this account?  You might get a consolidated tax statement.  That will have sections for 1099-Int and 1099-Div and 1099B. You need to enter each section in the right place.  So read it carefully and look for headings…1099-Int for interest or 1099-Div for Dividends and 1099B for sales.

The 1099s for investments dont come right away.  Sometimes they dont come until late February.