turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

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. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies