Help - The 1099-A Process

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Verifying amount of Off-Ledger Account

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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.

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

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

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