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  4. Am I The Only One Still Waiting For A 1099 From Fidelity????


Answers
49ers
  |     |   360 posts since 2025
nvm apparently Per the IRS, the due date to make 1099 forms available to clients is February 15 (or the next business day). Broker-dealers can request a 30-day extension of time when they have reason to believe they will not have all the information needed in time to produce an accurate form.
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CDMD
  |     |   141 posts since 2022
Standard 2/15 for all brokers especially if you have trade info. Interest and dividends only might see it by 1/31. But depends upon their systems processing cycles.
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3
Robb
  |     |   322 posts since 2018
I called them yesterday to get mine mailed out. It was posted to my account.  Several of my FI’s stopped mailing them out so called them all up yesterday.
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Ltssharon
  |     |   471 posts since 2020
Hi Group. Well, I just got a text from Fidelity saying my 1099 was available online. I checked online and it was not there. Anybody else?
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Ltssharon
  |     |   471 posts since 2020
When I go to Fidelity online taxes it says they will begin posting them Feb. 8. I hope so. My tax appointment is Feb. 20.
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John19
  |     |   394 posts since 2022
I got my 1099 form Fidelity a week ago but I only have money market/treasury income from them, no stocks or ETFs.
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Ltssharon
  |     |   471 posts since 2020
I just checked online again. My tax area says that they are waiting for information from my money market account and from my index fund. There is a little red "why", and I tapped it to get this explanation.

Myself, I just finished my taxes without my fidelity statement, both fed and state, since I am just expecting a few bucks in dividends and interest. I am having my taxes done by someone but always like to do a run through projection myself. Once my tax preparer at HR block was off by 20K not in my favor. So I would not feel good giving my taxes to someone else unless I pretty doggone well knew what the end result should be. Last year I used the turbotax for the first time. It cost almost 300, and it was just so so hard for me to get through the software myself. This year I did my projection by printing out the 1040 form and staring at last year's turbo tax completed form on which I had made handwritten notes. I did the same with my state. I hope this jibber jabber might encourage someone else out there to do a projection before giving it to someone to do.
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John19
  |     |   394 posts since 2022
My taxes are weird because I have no job, no wife, no kids, no house, no business. Just inheritance money earning dividends and interest.
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Rickny
  |     |   1,296 posts since 2017
Just got email that tax forms are available
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belko
  |     |   165 posts since 2021
My mailed 1099s are still trickling in - yesterday Northern Bank Direct, the day before Bank Five Connect... In just the ones I've received so far, I've seen at least 3 that should probably be closed.
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GH1
  |     |   1,052 posts since 2017
Fidelity 1099 have been out for 10 days. The ones I am missing is SoFi. That seems very late. Thought all supposed to be completed by the 31st
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