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I cashed out my 401k early this year, but the paperwork was lost during a move. Will Merrill Lynch reissue me what I need for taxes if I call and ask?

Answer Question

Asked by Anonymous at 12:26 AM on Dec. 13, 2009 in Money & Work

Answers (3)
  • yes

    Answer by admckenzie at 12:32 AM on Dec. 13, 2009

  • I would think they would. You should be able to get their information from your previous employer if you do not have it.

    Answer by ronjwake at 12:45 AM on Dec. 13, 2009

  • They will send you a form to use for your taxes. I hope that you had them hold out at least 25%; otherwise you will get hit with a huge amount of penalty and interest.

    Answer by rkoloms at 6:37 AM on Dec. 13, 2009

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