I received a 1099-DIV, -B and -INT from Fidelity for my 401(k) and the same from Edward Jones for my Traditional IRA. These are retirement accounts. Do I list them?
Turbo Tax didn't clarify if the forms for my 401(K) and Trad. IRA should be entered or not. These are retirement accounts and I believe they should not be entered on my 1040. Correct?
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1 Best answer
dmertz
Level 15
Jun 4, 2019 2:10:32 PM
You do not receive Forms 1099-DIV, 1099-B or 1099-INT from retirement accounts. If received these, it's from an account other than a retirement account. If you believe the account to be a retirement account, contact the financial institution.
1 Replies
dmertz
Level 15
Jun 4, 2019 2:10:32 PM
You do not receive Forms 1099-DIV, 1099-B or 1099-INT from retirement accounts. If received these, it's from an account other than a retirement account. If you believe the account to be a retirement account, contact the financial institution.