1099-DIV

Wife received income from investments that rolled over into the same traditional IRA, yet it reports on TurboTax as taxable income. How can I deduct this income since it was a rollover, not a distribution to her?

posted

If this is a form 1099-DIV issued in the name of your IRA, you do not report it on your personal tax return.

Earnings in IRA accounts are not taxed.

If you entered that form 1099-DIV on your tax return, please delete it.

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Where are cash liquidation distributions handled (1099DIV Item 9) ? Received a message from turbo tax that it would be "handled later" but there was no prompt.

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