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lcheek25
New Member

Hi I just received a tax form 1099-DIV/B but I already filed. Am I able to roll it over to next years return?

I made a withdrawal from my IRA in 2022 of $632. My gains weren’t more than $1 due to my conservative investments.  Do I need to re file all my taxes manually just because Acorns sent me this tax form late?
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1 Reply

Hi I just received a tax form 1099-DIV/B but I already filed. Am I able to roll it over to next years return?

Did you get a 1099R or 1099Div & 1099B?  You don't get a 1099B or Div for IRA accounts.  You just report the 1099R.  You pay tax on the total withdrawal, gains or losses don't matter.  

If you got the 1099B for a regular account (not IRA)  you have to report it.  The IRS doesn't know you only had $1 gain.  If you don't report the sales and your cost they will think the total sale is all gain.  

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