lundi 2 mars 2015

trading with normal ira money, after rollover has any effect on any tax document?

last year, I rolled over my previous employer's 401 k into a normal ira. now while i do my 2014 taxes, I showed the rollover information from 1099 R on my tax return. i took no money out, so no tax due now.



To date I never traded stocks or mutual funds etc… with that money in the new IRA. But if I start trading it doesn’t affect anything on my tax return now or later right? In fact, even if I started trading before doing my taxes now, and right after rollover was complete, it would still have no effect on what I wrote on my tax return, and I would have written the info from 1099R right?




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