ErinH
Intuit Alumni

Retirement tax questions

The document should contain three separate tax documents that you need to report:

  1. A 1099-DIV--that gets reported in TurboTax under Interest and Dividends
  2. A 1099-INT--that also gets reported under Interests and Dividends
  3. A 1099-B--that gets reported under Investment Income

Below are the specifics for reporting these forms in TurboTax.

1099-DIV: https://ttlc.intuit.com/replies/5646867

1099-INT: https://ttlc.intuit.com/replies/3300478

1099B: https://ttlc.intuit.com/replies/4789365

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