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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.

I do have a taxable amount over $1,500. I do not have any other form from the financial institution
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1 Reply
SharonD007
Employee Tax Expert

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.

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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