Where do I fill out 1099R Schedule B? Turbo tax was asking me for this information when I was in review but now when I return to review it no longer does.

I do have a taxable amount over $1,500. I do not have any other form from the financial institution

2360

Expert Alumni

Mar 20, 2025 10:18:55 AM

Form 1099-R is the form that you received when you received a distribution from a retirement account. It doesn't get reported on Schedule B. Schedule B is where your report taxable interest and dividends. You report Forms 1099-INT and 1099-DIV on Schedule B.

Review the TurboTax articles Where do I enter my 1099-R? for specific instructions.

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Where do I fill out 1099R Schedule B? Turbo tax was asking me for this information when I was in review but now when I return to review it no longer does.