- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Any gains while the funds were in the Roth IRA, no matter how the gains are generated, are treated as ordinary income. The gains do not retain any character of having been derived from dividends or capital gains. For this reason, Forms 1099-DIV are never issued for any activity within an IRA.
‎January 26, 2023
6:46 PM
1,670 Views