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posted Feb 12, 2020 8:58:16 AM

In 2018 this data was included on form 1099-DIV. for 2019 the data is included on 2019-R How do I enter on the 2019 TURBOTAX form?

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1 Replies
Expert Alumni
Feb 12, 2020 10:14:15 AM

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.