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February 15, 2021
Solved

Transactions

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.

    ColeenD3
    ColeenD3Answer
    Alumni - Intuit
    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.

    1 reply

    ColeenD3
    ColeenD3Answer
    Alumni - Intuit
    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.