Did not sell stock, bonds, or mutual funds?

[lmhailey1]

We just changed financial institutions.

[VolvoGirl]

What is your question?  What kind of account did you move?   Was it a 401K or IRA account?   Did you get any 1099 forms?  What kind?  1099B 1099Int 1098Div or a 1099R?  You have to report it but it might not be taxable.   

[lmhailey1]

To finish filing says we have to upgrade because we sold stock, bonds, or mutal funds. We did none of that. We only changed financial group.

[VolvoGirl]

Did you get a 1099B?   How did you change groups?  Did you get cash and move it?  Did they just transfer the shares?  Do you have the same funds and shares in the new account?

[lmhailey1]

We got a 1099-div from Edward Jones, titled 2021 consolidated 1099 statement. Shows all stocks and transactions. This has all previous stocks and current transaction and was recognized by Intuit.