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kuychi
New Member

Do I have to list stocks sold in my retirement IRA by my financial advisor?

 
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Rachel_W
Expert Alumni

Do I have to list stocks sold in my retirement IRA by my financial advisor?

No, you do not list stocks sold within your IRA account. 

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3 Replies
Rachel_W
Expert Alumni

Do I have to list stocks sold in my retirement IRA by my financial advisor?

No, you do not list stocks sold within your IRA account. 

kuychi
New Member

Do I have to list stocks sold in my retirement IRA by my financial advisor?

Why do we get 1099B if they are IRAs and don't need to be reported. Turbotax does not indicate this.
Rachel_W
Expert Alumni

Do I have to list stocks sold in my retirement IRA by my financial advisor?

You should not receive a Form 1099-B if the stock sold was within an IRA account.  I recommend contacting your financial advisor, it sounds like the stock sales were in a taxable account.

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