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April 15, 2020
Question

IRA dividends

  • April 15, 2020
  • 1 reply
  • 0 views

If I am not taking distributions from my IRA, are dividends (1095-Div) taxable?

 

    1 reply

    April 17, 2020

    I think you meant a 1099-DIv

     

    you should NOT receive a 1099-Div for dividends related to an IRA.  That doesn't make sense. 

     

    for an IRA, any transactions within the IRA (stock sales, dividends, interest, etc) are not taxable.  only when you distribute money from the IRA is that a taxable event,