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PR 4806C form received...now what???
Good morning.
I was informed by my investment company that I have two PR4806C forms available for my taxes. I've never received them before so I'm unclear as to what to do with the info.
I checked my year end brokerage statement and I don't see the dividend amounts listed there or any foreign taxes being withheld for the two accounts. Just to be certain, I also checked the 1099-CON forms for my taxable accounts and the amounts are not listed there either.
Since these forms are related to traditional IRAs (2 separate ones), I'm assuming that I don't need to report the dividends on my 2022 US tax return - correct?
I know Turbo Tax doesn't file with Puerto Rico, but is there anything I should be filing with Puerto Rico?
‎April 6, 2023
7:26 AM