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New Member
posted Mar 24, 2025 5:43:06 PM

Trying to file taxes on retirement from mutual funds. Trying to enter gross proceeds, dividends distributions etc, where do I enter all this info?

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Expert Alumni
Mar 24, 2025 5:50:37 PM

If all of the mutual funds are in retirement accounts, you only need to report the distribution amounts you took out of the account(s).  That would have been reported to you on a Form 1099-R.  That is entered in TurboTax in the income section.  You can can also type "Form 1099-R" into Search and then click on "Jump to form 1099-R".  If you have mutual funds that are in non-qualified (not retirement accounts) you should have received Forms 1099-B, 1099-DIV, and 1099-INT.  They are usually sent together as a Consolidated Form 1099.  Those are entered in the Investment Income Section.