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02-17-2018, 07:24 AM
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#1
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,726
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Fido 1099 now available
Got my Fidelity 1099 this morning. Now I can do my taxes..
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02-17-2018, 07:28 AM
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#2
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,362
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I got mine a couple of weeks ago. It's nice to have a simple account.
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02-17-2018, 07:52 AM
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#3
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Thinks s/he gets paid by the post
Join Date: Jul 2002
Posts: 1,587
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I was able to finally download the Fidelity 1099s, very last tax document I needed. Hope to finish my taxes this weekend.
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02-17-2018, 01:54 PM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2009
Posts: 6,698
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My (snake-bit) friend, the one whose taxes I do, got his shown on line last night, so I was able to finish his tax returns (subject to finalizing). A 1099 from another financial institution came out a few days earlier.
My own Fido 1099 came out 2 weeks ago, as it was a far simpler document to prepare.
__________________
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.
"I want my money working for me instead of me working for my money!"
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02-17-2018, 01:57 PM
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#5
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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My 1099 is marked as preliminary. They are waiting on one fund.
They give 3/3 as the release date.
__________________
Retired since summer 1999.
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02-17-2018, 01:58 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Jul 2002
Posts: 1,587
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Well, I just found out that the Fidelity 1099s are incomplete. If you own Fidelity mutual funds in a taxable account, they have not made available the percentage of dividends that are sourced from US Govt Securities.
Has an impact if you have a brokerage account and use Fidelity Govt MM fund as your sweep account (I believe it is mandatory). Last year, about 73% of the dividends from this fund were exempt from state taxes. Other funds may or may not have a significant source of dividends from Govt securities.
Of course, YMMV.
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02-17-2018, 02:36 PM
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#7
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,726
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 Quote:
Originally Posted by audreyh1
My 1099 is marked as preliminary. They are waiting on one fund.
They give 3/3 as the release date.
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Bummer
Quote:
Originally Posted by RE2Boys
Well, I just found out that the Fidelity 1099s are incomplete. If you own Fidelity mutual funds in a taxable account, they have not made available the percentage of dividends that are sourced from US Govt Securities.
Has an impact if you have a brokerage account and use Fidelity Govt MM fund as your sweep account (I believe it is mandatory). Last year, about 73% of the dividends from this fund were exempt from state taxes. Other funds may or may not have a significant source of dividends from Govt securities.
Of course, YMMV.
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Bummer #2
Quote:
Originally Posted by braumeister
I got mine a couple of weeks ago. It's nice to have a simple account.
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Good point.
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02-17-2018, 02:52 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Dec 2015
Location: Santa Paula
Posts: 4,077
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I just got my last one from FIDO, but still waiting on one from myDW's account with UBS.
__________________
Retired Jan 2009 Have not looked back.
AA 60/35/5 considering SS and pensions a SP annuity
WR 2% with 2SS & 2 Pensions
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02-17-2018, 03:54 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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Quote:
Originally Posted by RE2Boys
Well, I just found out that the Fidelity 1099s are incomplete. If you own Fidelity mutual funds in a taxable account, they have not made available the percentage of dividends that are sourced from US Govt Securities.
Has an impact if you have a brokerage account and use Fidelity Govt MM fund as your sweep account (I believe it is mandatory). Last year, about 73% of the dividends from this fund were exempt from state taxes. Other funds may or may not have a significant source of dividends from Govt securities.
Of course, YMMV.
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Last year we had to wait until the end of March for the foreign source income on a couple of Fidelity funds. I hope they publish that info sooner this year.
__________________
Retired since summer 1999.
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02-17-2018, 03:56 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Apr 2013
Location: Gosport, IN
Posts: 1,218
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I was happy to see that this year as FIDO had our 1099 issued on 1/27/18. Was expecting it to be about now based on last year.
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02-17-2018, 05:19 PM
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#11
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Thinks s/he gets paid by the post
Join Date: Aug 2011
Posts: 3,606
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I was finally able to download my FIDO brokerage statement yesterday. It had 1099-INT, 1099-DIV and 1099-B transactions.
I sure am glad I never allowed Vanguard to convert my Mutual Fund account to a brokerage account in that the Vanguard tax forms are required to be published by 1/31 still.
-gauss
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02-17-2018, 05:47 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Mar 2010
Location: Kerrville,Tx
Posts: 3,361
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Quote:
Originally Posted by gauss
I was finally able to download my FIDO brokerage statement yesterday. It had 1099-INT, 1099-DIV and 1099-B transactions.
I sure am glad I never allowed Vanguard to convert my Mutual Fund account to a brokerage account in that the Vanguard tax forms are required to be published by 1/31 still.
-gauss
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Note that the vanguard brokerage 1099s where available on 2/14 for downloading, have not yet shown up in the mail.
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