Help - The 1099-A Process

Welcome!

This community is for professionals and enthusiasts of our products and services.
Share and discuss the best content and new marketing ideas, build your professional profile and become a better marketer together.

0

Verifying amount of Off-Ledger Account

Avatar
Corey Adkisson

I've been researching the process of finding out the balance of my off ledger account, but have been unsuccessful...any ideas?  With Gratitude, -Corey A.

1 Comment
Avatar
Discard
Avatar
Corey Adkisson
-
Thanks so much for the information..hope everything is going great for you! 
-Corey A.
1 Answer
0
Avatar
deborah jespersen
Best Answer

File IRS form 4506T it will give you the full report. 

1 Comment
Avatar
Discard
Avatar
Dane
-

That will only give you access to the on ledger account though