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Retirement tax questions
You will not get a separate 1099-DIV for the dividends because the dividends are paid into the IRA. They are not paid directly to you. The 1099-R will show the full amount of the distributions that you received, and you will pay tax on that amount. (The taxable amount might be reduced if you made nondeductible contributions to the IRA.)
‎January 14, 2024
12:09 PM
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