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Level 1
posted Oct 11, 2023 2:18:05 PM

All of my investments are made within my IRAs. So I don't have 1099-Int or 1099-Div. But I can't get past the page asking for that.

How do I skip the page asking for my 1099s?

0 1 161
1 Replies
Level 15
Oct 11, 2023 2:20:11 PM

No.  You do not report sales, interest, dividends,gains, losses or any transactions inside the IRA or 401K accounts.  You only report distributions, Rollovers, Transfers, conversions that you get a 1099R for.  That's one of the benefits of using an IRA or 401K Account.  It grows tax deferred.  Then when you take it out you pay ordinary income tax on it.  But you don't get the lower capital gains tax on it.