toakley01
New Member

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.