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June 6, 2019
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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?

  • June 6, 2019
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Best answer by Ashby

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.

1 reply

AshbyAnswer
June 6, 2019

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.