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rankindel
New Member

How can I add IRA distributions to my line 4a that was missed by Morgan Stanley to the tune of 35,799.00

It was supposed to be posted on Dec. 31 but they did not process until January 2.
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dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

How can I add IRA distributions to my line 4a that was missed by Morgan Stanley to the tune of 35,799.00

A distribution that was made on January 2, 2026 is reportable on your 2026 tax return.  It cannot be reported on your 2025 tax return.

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1 Reply
dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

How can I add IRA distributions to my line 4a that was missed by Morgan Stanley to the tune of 35,799.00

A distribution that was made on January 2, 2026 is reportable on your 2026 tax return.  It cannot be reported on your 2025 tax return.

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