Do I still need to report an IRA with a brokerage firm? I didn’t receive any distributions and RMD was withdrawn from another account. What do you think?

gailko06 · ‎April 6, 2026

DianeW777 · ‎April 6, 2026

No, report only what you received from the one account. There is nothing to report for the account where no distributions were taken.

If you had any nondeductible contributions in the past you will need the value of all IRAs as of December 31,2025. This is needed to determine your tax free amount of the distribution. If you never had any nondeductible contributions for any Traditional IRA then there's nothing to report outside of your 1099-R indicating all of your RMDs were distributed for 2025.

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Do I still need to report an IRA with a brokerage firm? I didn’t receive any distributions and RMD was withdrawn from another account. What do you think?