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February 9, 2025
Question

Where on my Form 1099-R would I see if I received dividends from my Holding Company stocks or shares?

  • February 9, 2025
  • 2 replies
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    2 replies

    February 9, 2025

    You would not see that on a Form 1099-R.  That form reports distributions from a retirement account.  Dividends are reported on a Form 1099-DIV in box 1.a.  If you have a retirement account that paid dividends, they would not be reported on a tax form.  You would have to check your account statements or view your account activity online.

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    February 9, 2025

    Hope this helps since I definitely am not an expert on this but have received 1099s.

    "Generally, distributions from retirement plans (IRAs, qualified plans, section 403(b) plans, and
    governmental section 457(b) plans), insurance contracts, etc., are reported to recipients on Form
    1099-R. " 

    If the stocks or shares are one of those types of accounts, you should receive a 1099-R IF you took a distribution.  The dividends probably would be totalled for the year in block 1 "Gross distribution" and then block 2a would have a "Taxable amount" filled in.  I you did NOT take a distribution (they stayed in the account), then you should not receive a 1099-R.

    If the stocks/shares are in an ordinary brokerage account, you should receive a 1099-DIV. That form will have the dividends listed as Total ordinary dividends, Qualified Dividends, etc. in boxes on the form.

    Hope this is helpful.