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Retirement tax questions
I would contact the issuer of that Form 1099-R and determine why it was issued. Usually a Form 1099-R is used to report 404(k) dividends from an Employee Stock Ownership Plan (ESOP).
The sale would normally be reported on your Form 1099-B. Simply enter your 1099-B to report the sale on your tax return.
However, I would determine why your received the Form 1099-R because the IRS will receive the same form and will be looking for it on your return.
‎June 6, 2019
9:03 AM