Its March 15 still no Tax form for my IRA Roth ??
The members above are correct regarding the tax liability of trades in a retirement account, like an IRA. There is such a 1099 form for a retirement account called a 1099-R, but these are based on distributions, which are the most common form a taxable event for an IRA. Feel free to let me or Client Services know if you have any questions or concerns.
These items seem to point to your need to learn more about investing in general. It is possible that some of my assumptions are wrong, but I would prefer to err on the side of soliciting advice in this case.
I'm personally more focused than that. I've got 7 investments in my IRA and 2 of those are bond ETFs and 1 is an international Mutual Fund because I'm not really in a position to really understand international markets at this point sufficiently to get the exposure any other way.
As far as the IRS is concerned with Roth IRAs, they're just concerned with money flowing into and out of it. Part of the point of a Roth IRA is that you can make investments that wouldn't normally make sense tax wise, such as investing in funds that do a lot of trading or that regularly distribute the earnings to shareholders and not take a ton of small hits to your nest egg.
I just remembered one exception I came across about two years ago. Limited partnerships. Of course, the taxes on limited partnerships are complex anyway, and I highly doubt that they have any real bearing on this conversation.
spshapiro said: BB, let me say this clearer, NOTHING you do inside a retirement vehicle counts as a taxable event.