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Level 1
February 15, 2021
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Transactions

  • February 15, 2021
  • 1 reply
  • 7 views

I have made few transaction in my AIG deferred compensation and my wife AIG post tax non qualified deferred plan, which may yield some interests, do I needs form 1099-B, form 1099-INT, form 8949 and/or any other forms to file 2020 tax?

If YES, where can I get those forms?

Thank you for your help.

    Best answer by ColeenD3

    Transactions in a retirement plan are not reported. Contributions grow tax free until there is a distribution which would be reported on Form 1099-R.

    1 reply

    ColeenD3
    ColeenD3Answer
    Level 15
    February 16, 2021

    Transactions in a retirement plan are not reported. Contributions grow tax free until there is a distribution which would be reported on Form 1099-R.