napinkel
New Member

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)?