Retirement tax questions

The short answer is YES --the IRS will also get copies of those documents and will be looking for them to be entered into your tax return,

A 1099 DIV specifically means that the account PAID money to you. If it was re-invested or direct deposited to another account you still did receive material financial benefit of the funds --even if you didn't actually receive cash.

A 1099 B reports the sale of a security.  You would have to look at the specific form to determine how much money was involved.  Again, as noted above, if it was re-invested or direct deposited to another account you still did receive material financial benefit of the funds --even if you didn't actually receive cash.


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