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shervess
New Member

IS 1099R A DIVIDEND?

 
posted
‎March 13, 2025 3:31 PM
last updated ‎March 13, 2025 3:31 PM
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2 Replies
DoninGA
Level 15
Level 15

IS 1099R A DIVIDEND?

No.  A Form 1099-R is for Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

‎March 13, 2025 3:34 PM
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VolvoGirl
Level 15

IS 1099R A DIVIDEND?

No.  It is a distribution or withdrawal from your IRA, 401K or your pension.  Or a rollover or conversion.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

 

 

‎March 13, 2025 3:34 PM
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