1099DIV and 1099 INT

[leannekarolyn]

The only tax document I received on my IRA for 2024 was a 1099R.  I took money out in December 2024, and federal and state taxes were withheld.

Is 1099R the ONLY tax form I need to file with my tax return?

[SteamTrain]

@leannekarolyn 

If you are receiving SS Benefits....then you probably need to enter your SSA-1099     in the social security area.

IF you received interest from a personal non-IRA bank account, or investment broker, then you need to enter the 1099-INT for that issuer for any amounts greater than 49 cents.

IF you do have a personal brokerage account of some type (but not an IRA or Pension), they may issue a 1099-B, a 1099-INT and/or a 1099-DIV   and yes, each of those with non-zero $$ in them would need to be entered.