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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
It's a small Roth IRA, with less than 10k. There's not much activity in the year end report. Do I even need to report it?
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posted
June 1, 2019
12:12 AM
last updated
June 01, 2019
12:12 AM


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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
You only need to report contributions and withdrawals from the account. Changes in account value do not get reported on your tax return.
June 1, 2019
12:12 AM
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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
You only need to report contributions and withdrawals from the account. Changes in account value do not get reported on your tax return.
June 1, 2019
12:12 AM
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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
Thank you so much! I appreciate your time:)
June 1, 2019
12:12 AM
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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
Same thing just happened to me from Schwab. I was glad this answer was already in the data base! Fast to solve!
January 22, 2021
9:06 AM
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