rjs
Level 15
Level 15

Get your taxes done using TurboTax

Dividends in an IRA (Roth or traditional) are not taxable and you do not report them on your income tax return. That's why they don't send you a 1099-DIV. It doesn't matter how much of the dividends are qualified, because you don't enter them on your tax return at all. The dividend information in your annual statement is just for your information, to show you what earnings have been credited to your Roth IRA. You don't put it on your tax return.