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Level 1
June 1, 2019
Question

Is form 1099-R The same as 1099-DIV?

  • June 1, 2019
  • 1 reply
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    1 reply

    Level 15
    June 1, 2019

    No, theses forms are to report different types of income. The form 1099-R is used to report distributions from pensions, annuities or other retirement plans. For more information about this form, please view the Turbo tax FAQ below.

    https://turbotax.intuit.com/tax-tools/tax-tips/IRS-Tax-Forms/When-to-Use-Tax-Form-1099-R--Distributi...

    Form 1099-DIV is used to report dividend income. Please view the link below for more information about this form.

    https://turbotax.intuit.com/tax-tools/tax-tips/Investments-and-Taxes/Guide-to-Taxes-on-Dividends/INF...

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