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Fidelity Tax Info Not Available Until March 14 ?
Old 02-16-2016, 09:44 PM   #1
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Fidelity Tax Info Not Available Until March 14 ?

It was supposed to be available on February 13, so I started my tax return that day, but when I got to the point where I downloaded the data into TurboTax, it wouldn't work.

Called Fidelity & was told that it won't be available until March 14 ?
I asked the Fidelity rep what the exact issue was, but he wouldn't/couldn't tell me. I don't own any MLP's, so I know it's not that we're waiting for a K-1 form.

I did recently read something on the Kraft message board, saying that there was some issue with the special dividend Kraft shareholders like myself were paid as part of the merger with Heinz in 2015.

Anyone else dealing with this ?

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Old 02-17-2016, 05:25 AM   #2
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Yes, and there's a thread on it here Fidelity tax forms
To avoid confusion let's close this thread and continue the discussion there.
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