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Get your taxes done using TurboTax
Because the dividend was issued after my stocks were moved into the Rollover IRA account, the issuer (that received the dividend and then issued the 1099-DIV) was not able to issue the 1099-R. In my case, do I have to report the dividend as taxable income and move it into a Roth IRA account from the Rollover IRA account ?
‎February 24, 2023
7:58 AM