Does the Schedule K-1 Forms (1065) for investments that are held in a traditional IRA and Roth IRA accounts required to be reported ?

cyndykkk · ‎June 4, 2019

MaryK1 · ‎June 4, 2019

No a K-1 (1065) which has IRA funds do not have to be reported to the IRS. Keep a copy for your records.

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Retirement tax questions