Turbo Tax incorrectly accounting for IRA dividends/interest?
In the income section, TurboTax asks for income figures from my 1099-DIV and 1099-INT (block 1a), but I don't see where it differentiates if it's from an IRA. Did I miss something?
02695
2 Replies
fanfare
Level 15
Feb 23, 2025 5:53:55 PM
You won't get any DIV or INT statements from an IRA.
Report any such tax documents sent to you on your tax return.
I took a closer look at the statement. It turns out the 1099 was for my money market acct, which is managed by the same company that handles my IRA. Thanks.