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Retirement tax questions
You don't have to withdraw the dividends for them to be taxable. If you earned them and then re-invested them then they are still taxable. If the amount on the 1099-DIV was not included in your 2021 taxes then you should amend your 2021 return to include that form. If it was included then you don't need to amend your return.
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‎January 26, 2023
7:04 AM