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I share a Roth IRA account with my husband, we have not made any contributions or withdrawls for a few years now. Do we still need to report anything on our taxes?
We have not received a 1099 form from our Investment firm, if this helps? Not sure if we will even get one. I know we did gain an increase in value, but it wasn't due to a new contribution, which is why I'm confused as far as reporting it or not.
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May 31, 2019
9:27 PM