@Susan Swann wrote:
Then why would Schwab report this to me on a 1099 Year end summary, stating it is being reported to the IRS?
You must be confusing something. Schwab does not report IRA's on 1099-INT or 1099-DIV forms. Perhaps you have a brokerage account in addition the the Roth IRA account. If not sure then contact Schwab for an explanation.
**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.**
