Personal Investments • Closing an Account and Year-End Tax Forms

If a person closes an investment account during the year, does this affect whether they receive a year-end tax form for the now-closed account?

--For trad and Roth IRAs (contributions and conversions): 1099-Rs and/or Form 5498s

--For taxable brokerage accounts: consolidated 1099s

Assume the accounts are/were at either Vanguard or Schwab.

Statistics: Posted by WhitePuma — Thu May 23, 2024 2:14 pm — Replies 2 — Views 150

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