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March 13, 2025
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IS 1099R A DIVIDEND?

  • March 13, 2025
  • 2 replies
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    Best answer by VolvoGirl

    No.  It is a distribution or withdrawal from your IRA, 401K or your pension.  Or a rollover or conversion.

     

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

     

     

    2 replies

    DoninGA
    Employee
    March 13, 2025

    No.  A Form 1099-R is for Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    VolvoGirl
    VolvoGirlAnswer
    Employee
    March 13, 2025

    No.  It is a distribution or withdrawal from your IRA, 401K or your pension.  Or a rollover or conversion.

     

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start