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March 19, 2025
Question

K1 for Stock held in an IRA

  • March 19, 2025
  • 1 reply
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I received a K1 form from the company for which I bought an sold stock in 2024.  The stock is held in my IRA.  Do I need to file the K1 on my tax 2024 tax return?

    1 reply

    March 20, 2025

    You do not need to report the K-1 for an investment held in your IRA.

     

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