DavidD66
Expert Alumni

Retirement tax questions

You should be able to log int to your Merrill account and see your Form 1099-R, if there is one.  You can also contact Merrill Lynch and enquire about it.  If they have not reported as a 2023 distribution, and you want it reported as a 2023 distribution you should be able to have them correct it since you requested in 2023 and were told that it would be processed as of the end of the year.  

 

There could be delay in the processing and mailing of the Form 1099-R due to the late request.  Moreover, if it was mailed on the 31st it wouldn't be unusual for there to be a delay with the mail.

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