jsteck
New Member

I removed excess Roth IRA from Vanguard for tax year 2023. Do I report the earnings next year if Vanguard will not be sending me a 1099-R for 2023?

Because Vanguard has already issued 2023 1099-R, I've been told they will not issue one to complete 2023 taxes. Do I report the earnings portion ($202.11) on 2024's return once Vanguard sends me the 1099-R?