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New Member
posted Jun 4, 2019 3:18:54 PM

Does the Schedule K-1 Forms (1065) for investments that are held in a traditional IRA and Roth IRA accounts required to be reported ?

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Level 9
Jun 4, 2019 3:18:55 PM

No a K-1 (1065) which has IRA funds do not have to be reported to the IRS.  Keep a copy for your records.