topic Do I have to list stocks sold in my retirement IRA by my financial advisor? in Retirement tax questions

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

kuychi — Sat, 01 Jun 2019 19:31:01 GMT

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

Rachel_W — Sat, 01 Jun 2019 19:31:03 GMT

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

Why do we get 1099B if they are IRAs and don't need to be...

kuychi — Sat, 01 Jun 2019 19:31:04 GMT

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

You should not receive a Form 1099-B if the stock sold wa...

Rachel_W — Sat, 01 Jun 2019 19:31:05 GMT

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.