- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Since Vanguard only sent my husband a 1099R but transferred the entire amount $5,361 from Roth to brokerage account for 2021. Vanguard reported to the IRS the amendment but didn't issue a 1099DIV to him for $5,361 even though he reinvested it. Will the tax professional will help him to figure out how much is the dividends from this $5,361 reported to the IRS?
‎January 26, 2023
8:30 AM