[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304486-105":53,"doc-detail-304486-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","guide-to-your-tax-reporting-statement","Guide To Your Tax Reporting Statement","","Guide to a Merrill tax reporting statement explains what the consolidated 1099 tax reporting statement is, who receives it, and what information it contains for IRS reporting and nonreportable account activity. 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 ................................................................... 3  \nWho gets a tax reporting statement?  ......................................................................... 3  \nWhat will you find in your tax reporting statement?  ............................................................ 3  \nCheck the status of your linked accounts  ......................................................... 4  \nGet a glimpse of what’s inside  ................................................................. 4  \nImportant items for your attention  ........................................................................... 5  \nCorrections  ................................................................................................ 5  \nSee reportable and nonreportable information  .................................................... 5  \nYour account activity is summarized  ............................................................ 6  \nYou can review transaction details  .............................................................. 9  \nMonitor card or checking activity  .............................................................. 12  \nTap into online services and support  ........................................................... 13  \nDownloading tax information  ............................................................................... 13  \nDownloading text files  ..................................................................................... 13  \nOnline statement view  .................................................................................... 13  \nRead these important reminders  ............................................................... 14  \nPotential delay of tax statements  ........................................................................... 14  \nAmended returns due to reclassification  ..................................................................... 14  \nImportant information regarding certain investments  .......................................................... 14  \nTax forms and statement mailings  .......................................................................... 15  \nAccess additional resources  ................................................................... 16  \nQuestions about your statement  ............................................................................ 16  \nInvestment questions (non-tax related)  ...................................................................... 16  \nTax planning website  ....................................................................................... 16  \nPreparing your tax return  ................................................................................... 16  \nContacting the IRS  ........................................................................................ 16  \nMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.  \nBanking products are provided by Bank of America, N. A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.  \nInvestment products:  \n\n| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |\n| --- | --- | --- |\n\nHere’s an overview  \nWhat is the Merrill tax reporting statement?  \nAs a Merrill client, you may receive a consolidated 1099 tax reporting statement that summarizes your account information for the past year  . It helps make it easy for you or your tax advisor to prepare your tax return  .  \nWho gets a tax","cbCaigzfegbiO06z","https://ap.wps.com/l/cbCaigzfegbiO06z","pdf",1646720,"English","# Here’s an overview\n# What is the Merrill tax reporting statement?\n# Who gets a tax reporting statement?\n# What will you find in your tax reporting statement?\n# Check the status of your linked accounts\n# Get a glimpse of what’s inside\n# Important items for your attention\n## Corrections\n## See reportable and nonreportable information\n# Tap into online services and support\n## Downloading tax information\n## Online statement view\n# Questions about your statement\n## Investment questions (non-tax related)\n## Preparing your tax return\n## Contacting the IRS","[{\"question\":\"What is the Merrill tax reporting statement used for?\",\"answer\":\"It summarizes your account information for the past year so you and your tax advisor can prepare your tax return and identify what needs to be reported to the IRS.\"},{\"question\":\"Who receives a tax reporting statement from Merrill?\",\"answer\":\"Merrill clients who are individuals, partnerships, sole proprietors, taxable trusts, estates, or other entities for whom Merrill is required to provide tax information or Form 1099.\"},{\"question\":\"What types of information are included in the tax reporting statement?\",\"answer\":\"It includes IRS reportable details such as dividends, interest, OID items, sales proceeds, and certain miscellaneous information, plus nonreportable account activity and legislative updates relevant to filing.\"}]","Guide To Your Tax Reporting Statement | PDF",1789813990,6]