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Get your taxes done using TurboTax
You don't need to report anything from this retirement account statement on your tax return.
It is just a statement from the custodian/financial institution letting you know how much is in the account and what changes may have occurred in 2016 (investment growth, contributions you made or withdrawals you made).
When you start receiving payments, they will send you a Form 1099-R; that form must be reported on your tax return.
‎June 3, 2019
10:38 AM