Hi I just received a tax form 1099-DIV/B but I already filed. Am I able to roll it over to next years return?

lcheek25 — Mon, 23 Feb 2026 11:50:00 GMT

I made a withdrawal from my IRA in 2022 of $632. My gains weren’t more than $1 due to my conservative investments. Do I need to re file all my taxes manually just because Acorns sent me this tax form late?

Re: Hi I just received a tax form 1099-DIV/B but I already filed. Am I able to roll it over to next years return?

VolvoGirl — Wed, 22 Feb 2023 23:22:46 GMT

Did you get a 1099R or 1099Div & 1099B? You don't get a 1099B or Div for IRA accounts. You just report the 1099R. You pay tax on the total withdrawal, gains or losses don't matter.

If you got the 1099B for a regular account (not IRA) you have to report it. The IRS doesn't know you only had $1 gain. If you don't report the sales and your cost they will think the total sale is all gain.

topic Hi I just received a tax form 1099-DIV/B but I already filed. Am I able to roll it over to next years return? in After you file

Hi I just received a tax form 1099-DIV/B but I already filed. Am I able to roll it over to next years return?

Re: Hi I just received a tax form 1099-DIV/B but I already filed. Am I able to roll it over to next years return?