- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
No. For retirement accounts (401k, IRA, Roth IRA, etc), the IRS only cares about funds contributed and withdrawn. Earnings within the account don't matter. If you did not withdraw money from your retirement account, there is no tax reporting.
For taxable brokerage accounts (i.e., not a 401k or an IRA), the opposite is true: funds in and out don't matter, but interest, dividends, and capital gains would be reported.
‎June 4, 2019
3:09 PM