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

posted

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"

The IRS and TurboTax say I received my 2022 tax return, but I never did. I have bank statements to prove it. How should I go about getting my Tax Return?

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

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