PatriciaV
Expert Alumni

Retirement tax questions

You received a residual dividend payment, which can be reported on Form 1099-B. If it had been deposited into the new SEP-IRA, you could have reported it as an IRA distribution. In this case, you will need to include the dividends on your tax return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"