287219
You'll need to sign in or create an account to connect with an expert.
You don't need to report anything from this retirement account statement on your tax return.
It is just a statement from the custodian/financial institution letting you know how much is in the account and what changes may have occurred in 2016 (investment growth, contributions you made or withdrawals you made).
When you start receiving payments, they will send you a Form 1099-R; that form must be reported on your tax return.
You don't need to report anything from this retirement account statement on your tax return.
It is just a statement from the custodian/financial institution letting you know how much is in the account and what changes may have occurred in 2016 (investment growth, contributions you made or withdrawals you made).
When you start receiving payments, they will send you a Form 1099-R; that form must be reported on your tax return.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
Jonntrish
New Member
RAVINDRATURAGA
New Member
jaganra92
New Member
HSAEnthusiast
New Member
susan106
New Member