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Old 02-15-2015, 02:41 PM   #41
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I was set to start/finish my taxes this weekend when I received this email from Fidelity:
Your corrected 1099 tax form will be sent in early March

A corrected consolidated 1099 tax form will be sent to you in early March. In addition, this form will be available to view and print at If you are enrolled in eDelivery, you will receive an email once your form is available online.

Important Information about Your Corrected 1099
Generally, we send corrected tax forms because we have received revised tax data for securities such as non-Fidelity mutual funds, unit investment trusts, mortgage pool securities, or real estate investment trusts.

Therefore, you may want to postpone completing and filing your income tax returns until you receive your corrected tax form from us.

You can visit our Tax Center for answers to your tax questions, educational tools, resources for filing your taxes and more.

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Old 02-15-2015, 04:27 PM   #42
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We have a brokerage account with TIAA-CREF/Pershing and the 1099-R won't be ready until 2/17.

They can do this. And they do.

Sent from my iPhone using Early Retirement Forum

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Old 02-16-2015, 10:28 AM   #43
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My 1099 is final (very simple one). Had the same values as what I was able to look-up (thanks Cobra9777). But it turns out that wasn't the hold-up to submitting my taxes anyway...H&R Block Tax Software won't submit if you have more than one 1095-A form (PPACA form). But the taxes are "done" now, just can't submit.
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Old 03-03-2015, 06:10 AM   #44
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The finai version of my Fidelity 1099 was released yesterday, without revisions.
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Old 03-03-2015, 06:27 AM   #45
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Mine too.
It would be nice if they could let us know which securities they think might be revised. I compared mine with the preliminary 1099 line by line and they were the same, so it was a false alarm this year.
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Old 03-03-2015, 07:21 AM   #46
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Originally Posted by scrabbler1 View Post
My friend's complicated (and preliminary) 1099 form appeared on line yesterday (Saturday, 2/14). I prepare his tax returns so I updated my estimates with better data. His 1099 from another brokerage company also appeared on line in the last day or two. That one has some odd data I can't easily estimate but I came pretty close this time.
My friend's final (we hope) Fidelity 1099 came in last Saturday and it was the same as the preliminary one which came in a few weeks ago.

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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