Claiming roth ira stocks sold

nmiller8uf · ‎June 6, 2019

I received a 5498 form for my roth Ira account that includes my contributions and fair market value of the account for 2016. My yearly contribution for 2016 was under $2,000.00. Do I need to claim each stock that was purchased and traded individually?

macuser_22 · ‎June 6, 2019

No. You only report new contributions or distributions. Activity within an IRA is not reported.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Claiming roth ira stocks sold

Retirement tax questions