JohnB5677
Expert Alumni

Retirement tax questions

A 1099-DIV is for reporting dividends from a bank or brokerage house.  The 1099-R represents a retirement distribution.

To post a 1099-R you will go to:

  1. INCOME
  2. I'll choose what I work on
  3. Scroll down to Retirement Plans & Social Security
  4. Select 1099-R

You will go through a series of questions and input your 1099-R.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"