Question

1099DIV and 1099 INT

Forum|Forum|1 year ago
February 25, 2025
1 reply
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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

Employee

@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.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*