If TT transferred my info from a 1099-R, is that the same as 1099-DIV?

emaymcgrath — Tue, 14 Jul 2020 22:06:23 GMT

TT auto transferred my 1099-R info but now that I am reviewing my return I noticed it is 1099-DIV. Are these to forms interchangeable? if not how do I change it back to 1099-R? Do I need to delete it and start the 1099-R again?

Re: If TT transferred my info from a 1099-R, is that the same as 1099-DIV?

macuser_22 — Tue, 14 Jul 2020 22:18:52 GMT

Totally different. A 1099-R is retirement income and a 1099-DIV are stock dividends.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

topic If TT transferred my info from a 1099-R, is that the same as 1099-DIV? in Retirement tax questions

If TT transferred my info from a 1099-R, is that the same as 1099-DIV?

Re: If TT transferred my info from a 1099-R, is that the same as 1099-DIV?