You'll need to sign in or create an account to connect with an expert.
The 1099-DIV is for dividends you received, and the 1099-B is for stocks or mutual funds that you sold. Were there other investment activities other than the 401-K? You would normally get a 1099-R for closing out a 401-K.
A distribution is any kind of payout that comes from a annuity, pension or retirement plan. They are all documented on 1099-Rs, and they all get posted in the same place.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
stormandphoenix
New Member
johnmckinsey695
Level 1
mpgray5
New Member
sgooch1
New Member
scrutch48
New Member