Is a 1099R form the same as 1099 DIV form?

posted

No, they are not the same thing. 1099-R is for retirement funds and 1099-DIV come from investment distributions.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

No, they are not the same.

The Form 1099-R is received for retirement plan or annuity distributions during the year.

The Form 1099-DIV is for reporting dividends received during the year from certain types of investments.

Unlock tailored help options in your account.