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1099-R for stock
In 2015, I transfered shares from my ESPP to my TD Ameritrade account, where I had a Roth IRA account. Then Charles Schwabb took over. I sold the stock in 2023. I received a 1099-R but no 1099-B. The stock was sold at a loss. The distribution is not causing any tax liability since I contributed more to the Roth than the distribution over the years. But the distribution was a stock sale and then withdrawal, not a withdrawal of Roth IRA contributions. What do I do? Enter the 1099-R as well as the stock sale information (I have all cost basis details)?
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‎February 17, 2024
7:57 PM