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New Member
posted Apr 11, 2024 6:24:06 PM

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

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2 Replies
Employee Tax Expert
Apr 11, 2024 6:26:30 PM

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

Level 15
Apr 11, 2024 6:28:12 PM

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.