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Get your taxes done using TurboTax
The IRA will only be reported on Form 1099-R when a distribution is taken. It is considered a retirement account and therefore you will not report any earnings such as interest or dividends separately from your RMD or total distribution.
Dividends and interest are not reported to you on a Form 1099-DIV or 1099-INT unless the earnings are at least $10 in the tax year. Simply report those as though you did receive a statement in the appropriate category.
That would have been a cool ride!
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‎February 12, 2024
1:36 PM