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Jul 14, 2020 · You can add up to 20 1099-Rs. Here's where you enter your 1099-B in TurboTax if you sold stocks: Open (continue) your return if it isn't already open. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
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Download all relevant tax forms here.
- Ordinary Income Distributions
- Qualified Dividend Income Distributions
- Tax-Exempt Dividends
- 2015 Tax Rate Schedules
- FORM 1099–DIV
- FORM 1099–B
- FORM 1099–R
- FORM 1099–Q
- FORM 1042–S
- B Recipient’s Identification Number
- C Account Number
- F Total Capital Gain Distributions (2a)
- H Nondividend Distributions (3)
- K Exempt-Interest Dividends (10)
- A Recipient
- B Recipient’s Identification Number
- C Account Number
- D CUSIP Number
- E Description (1a)
- H Cost Basis (1e)
- J Type of Gain or Loss (2)
- B Payer’s Federal Identification Number
- D Account Number
- E Gross Distribution (1)
- F Taxable Amount (2a)
- G Federal Income Tax Withheld (4)
- A Recipient
- B Account Number
- D Payer’s/Trustee’s Federal Identification Number
- E Gross Distribution (1)
- F Program Type (5)
- G Designated Beneficiary Checkbox (6)
- A Trustee or Issuer’s Name
- C Participant’s Social Security Number
- G Recharacterized Contributions (4)
- A Trustee or Issuer’s Name
- C Beneficiary’s Name
A mutual fund earns dividends, interest and other investment income on the securities in which it invests. After a fund deducts its expenses from investment income, it distributes the remainder to investors as a dividend. Ordinary income distributions include any short-term capital gains realized and distributed by the fund. Short-term capital gain...
Qualified dividends are primarily dividends paid on stock investments, and are taxed at long-term capital gain rates.
Interest from state and local municipal bonds is exempt from federal taxes and also is generally exempt from state taxes in the state in which the bond was issued. Mutual funds that invest in these securities generally distribute tax-exempt dividends to their investors. Some income from tax-exempt municipal bonds may be subject to the Alternative ...
Note: The dollar ranges above represent taxable income. This table is for illustrative purposes only. While your income may place you within a particular tax bracket, a portion of your regular income may be taxed at a lower rate.
You will receive this form if you received taxable and/or tax-exempt ordinary income dividends and/or capital gain distributions from nonretirement accounts during the year. Distributions are taxable whether you receive them in cash or have them reinvested in additional shares.
You will receive this form if you exchanged or redeemed shares from non-money market, nonretirement accounts during the year.
You will receive this form if you received a distribution from a retirement account during the year.
You will receive this form if you received a distribution from an Education Savings Account (ESA) during the year.
You will receive this form if you are a nonresident alien individual, nonresident alien fiduciary, or a foreign corporation with United States income. Check the table opposite to find out what information you’ll receive, if applicable, from Northern Funds. Technology n n
Taxpayer identification number under which the amounts have been reported to the IRS. For individuals, this is your social security number. For your protection this form will only show the last four digits of your social security number.
Recipient’s account number for which the dividends and/or distributions are reported.
Shows total capital gain distributions from a regulated investment company or real estate investment trust.
Amount of your distribution that is nontaxable because it is a return of your capital (or other basis).
Shows exempt interest dividends from a mutual fund or other regulated investment company paid to you during the calendar year.
Account owner’s registration and mailing address.
Taxpayer identification number under which the amounts have been reported to the IRS. For individuals, this is your social security number. For your pro tection this form will only show the last four digits of your social security number.
Recipient’s account number for which the proceeds were paid and reported.
The CUSIP number of the security redeemed or exchanged.
Provides the description of the type of transaction.
This is the cost or other basis of the shares you redeemed, calculated using the method of accounting you previously selected. “Basis” is a way of determining the purchase price of your investment, so that you may calculate your gains or losses. The basis for stocks, bonds and mutual fund shares includes the original amount you paid, plus any rein...
The designation of the gain/loss is provided in this box. Shares held for one year or less are considered short-term and are designated as “Short-term” on the form. Shares held for more than one year are long-term and are designated as “Long-term” on the form.
Federal tax ID number for the custodian (Northern Trust) for the fund from which proceeds were paid and are reported.
Recipient’s account number for which the distributions are reported.
Amount of your distribution before income tax or other deductions.
Amount of the distributions from your retirement plan accounts that are generally taxable. If there is no entry in this box, the payer may not have all the facts needed to figure the taxable amount. In that case, the first box in 2b should be checked. You may want to get one of the free publications from the IRS to help you figure the amount or con...
Reports federal income tax withheld from your distribution.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
The registration and mailing address for the beneficiary of the ESA. The beneficiary is the person for whom you are maintaining the account.
1099-R, which reflects annuity income and other distributions, if any, paid to you by the Pension Boards in 2021, will be sent to you directly by our bank, The Northern Trust Company, by January 31, 2022. For your convenience, a sample copy of Form 1099-R is shown below. How distributions are taxed. Housing allowance.
Fund and tax information to help you during the 2023 tax season. 2023 Tax Facts Provides specific information on your Northern Institutional Funds investment income and capital gain distributions for 2023.
(Please send this form with your IRA Application or existing Northern Funds IRA account number.) IRA Distribution Request Form — Use with all IRA types including: Traditional, Roth and SEP IRAs. IRA Distribution Request Form — Use with Education Savings Accounts only
HOW TO READ YOUR FORM 1099-DIV. Form 1099-DIV provides you with a record of the taxable dividends and distributions earned during 2019 from your Northern Funds accounts. Total Ordinary Dividends (Box 1a) Box 1a shows total ordinary dividends, which are fully taxable.
