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If I received dividends from ESOP stock in my 401k, does that count as receiving retirement income? I have a 1099-R.
I have the option in my 401k account of receiving the dividends or reinvesting. I have been receiving the dividends quarterly for the last couple of years. When TurboTax asks me this question ("Did you receive any retirement income for 2017?"), I answered "yes," but should I have? I know I have to fill in the 1099-R, but is this where I do it?
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June 6, 2019
12:27 PM
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Retirement tax questions
If this is being asked in the Wage & Income section, answer Yes. TurboTax is really asking if you received any Forms 1099-R.
June 6, 2019
12:27 PM