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I received a consolidated 1099 from Edward Jones however I did not withdraw any money from my retirement account does it still get entered on my return?

 
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Ashby
New Member

I received a consolidated 1099 from Edward Jones however I did not withdraw any money from my retirement account does it still get entered on my return?

Your consolidated 1099 from EJ may include things other than a distribution. 

It will often have dividends, interest, and capital gains/loss.

This is what makes it consolidated. It reports multiple items on one document. 

Make sure you do not have any of the other items to report.

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1 Reply
Ashby
New Member

I received a consolidated 1099 from Edward Jones however I did not withdraw any money from my retirement account does it still get entered on my return?

Your consolidated 1099 from EJ may include things other than a distribution. 

It will often have dividends, interest, and capital gains/loss.

This is what makes it consolidated. It reports multiple items on one document. 

Make sure you do not have any of the other items to report.

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