RobertB4444
Expert Alumni

Retirement tax questions

It would.  But it is done exactly as it should be.  It shows that your Roth owns these shares - not you.  And earnings inside a Roth are not taxable.  So nobody needs to pay taxes on this.  And you need to ignore it as far as your tax return goes and just save it for your records.

 

@DWdave 

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