SingerHiker
Returning Member

Retirement tax questions

Thanks for your quick response.  I really appreciate it.

It is my money, but the source is a bank.  Won't that cause a red flag? The dividends/interest go back several years.  I just received all the statements earlier this year. I am concerned about reporting the source and about the dividend/interest amount I'd report.

Is it worse to not report and re-file later, OR under-report and then re-file later? 

 

Thank you very much for your thoughts.