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aedward73
New Member

Do I need a 1099. Taxes have already been filed

I already e-filed my taxes and I just realized I do not have/did not include a 1099. I have a Merrill lynch personal investment account. I only have about $300 invested. Do I even need a 1099 for this? Is it an issue I already filed my taxes? I checked online and they do not have any tax documents posted to my account. Please advise.

Thanks!
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Accepted Solutions
DexterS
New Member

Do I need a 1099. Taxes have already been filed

They are not required to send you a 1099 if your account generates less than $10 in any of the categories of income, interest, dividends or sales of stock.

If there is no 1099 posted to your account, and no notice on the website advising that the 1099s are delated until some future date you shouldn't have anything to worry about.

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1 Reply
DexterS
New Member

Do I need a 1099. Taxes have already been filed

They are not required to send you a 1099 if your account generates less than $10 in any of the categories of income, interest, dividends or sales of stock.

If there is no 1099 posted to your account, and no notice on the website advising that the 1099s are delated until some future date you shouldn't have anything to worry about.

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