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Retirement tax questions
If you didn't have any withdrawals from your retirement account, then you generally don't have to report anything. However, on the investment account side, if it's not a retirement account, you will need to report capital gains, dividends, etc. on your taxes. You should get a statement from your brokerage every January/February with this information. Often, TurboTax can download it directly from the brokerage.
‎June 4, 2019
12:45 PM