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I received return and credited in my bank account but I received 2023 supplemental tax report statement from Merril. What action I need to take

 
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1 Reply
Vanessa A
Expert Alumni

I received return and credited in my bank account but I received 2023 supplemental tax report statement from Merril. What action I need to take

Did you sell any stocks?  Receive any dividends?  If not, and this is just informational you do not need to do anything other than to keep it for your records. 

 

If you did sell stock and already entered it on your return, you would again not need to do anything.

 

If you did sell stock and did not enter it on your return, you would need to Amend Your Return to include the stock sale. 

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