@vsimone316 The investment gains on your retirement income are not reported. That is the main benefit of a retirement plan, not paying taxes on the gains while it is growing. You are expected to track your basis in investments. I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, 5498, and any 8606 forms.
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