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New Member
posted Mar 8, 2025 10:02:35 AM

Stable Account - no tx documents received Never used any of the money that she has deposited into it. Is there anything I should claim?

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1 Replies
Expert Alumni
Mar 14, 2025 12:14:14 PM

If you have a financial account that pays interest or dividends, you should receive a 1099-INT or a 1099-DIV to report on your tax return.

 

If you have a retirement account that you received a distribution from, you would receive a 1099-R to report that.

 

If you haven't received any of these type of documents,  you may not need to file a tax return.

 

You could reach out to your bank to verify this.

 

Here's more info on Filing Requirements.

 

@narjmorris2