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I sold shares in Sunoco in 2021 held in my Roth IRA. In July 2022 I received a 990-T from the brokerage firm holding the account. I paid $6652 as computed by the brokerage firm.

Can I claim a refund of the payment as it was in a Roth IRA? If so, how would I file for the refund?

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    This question makes no sense. Why did you receive a 990-T? Why did you decide to pay something? Who did you pay it to? And what for? And how's the shares transaction related to all that?
    – littleadv
    Sep 19 at 13:58
  • 990-T is filed only by charities (technically, exempt organizations) and only to the IRS. It has nothing at all to do with any individual or any IRA. Sep 21 at 9:21

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