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Retirement tax questions
Please clarify.
You said the stock was transferred from your 401(k) to the investment company's IRA. Is the IRA in your name?
If that stock was sold within the IRA, then the form 1099-B is issued in the name of the IRA, not your personal name. In this case, you do not report it on your tax return.
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‎April 7, 2022
5:09 AM