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Fidelity extension for mailing 1099's
02-24-2014, 08:06 AM
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#1
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,724
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Fidelity extension for mailing 1099's
I was checking this morning to see if my tax forms were available at Fidelity, as they had scheduled Feb 18 as the mail date. The tax forms aren't ready, all the original dates are still there, but they added this sidenote
 Quote:
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Note: Fidelity has received an extension until March 17 from the IRS.
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This covers Tax Reporting Statement (Includes 1099-DIV, 1099-INT, 1099-OID, 1099-B, 1099-MISC)
So, I guess it'll be a few more weeks.
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02-24-2014, 08:13 AM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
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Thanks for the heads-up. I was wondering (same with Vanguard). I thought it was 2/18.
__________________
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02-24-2014, 09:07 AM
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#3
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,358
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I looked last week on Fidelity's site and it said if their extension was approved the forms would go out Feb 28th. Guess they got a longer extension than expected.
Still, I'd much rather have it this way than have to deal with a bunch of corrected forms.
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02-24-2014, 09:10 AM
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#4
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Thinks s/he gets paid by the post
Join Date: Mar 2013
Location: Southern California
Posts: 3,999
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I spoke to them last week and they told me the deadline was extended until February 28. This is the first I'm hearing of a March 17th date.
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02-24-2014, 09:57 AM
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#5
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Thinks s/he gets paid by the post
Join Date: Oct 2002
Location: Chattanooga
Posts: 3,895
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I'll wait until April 1st for the corrected 1099s to come out.
__________________
Earning money is an action, saving money is a behavior, growing money takes a well diversified portfolio and the discipline to ignore market swings.
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02-24-2014, 11:03 AM
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#6
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Posts: 4,366
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I've only had one corrected 1099, from Fidelity, which would have reduced my taxes by about $1 if I had filed a corrected return. My mom gets a corrected 1099 just about every year from Morgan Stanley. She knows to wait for it.
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02-26-2014, 03:59 PM
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#7
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,358
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And in their continuing campaign to keep us all off balance ...
My Fidelity 1099 just appeared.
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02-26-2014, 04:07 PM
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#8
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Full time employment: Posting here.
Join Date: Dec 2003
Location: San Carlos, CA
Posts: 639
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Quote:
Originally Posted by braumeister
My Fidelity 1099 just appeared.
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Mine too.
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02-26-2014, 04:54 PM
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#9
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Recycles dryer sheets
Join Date: Jan 2011
Location: Desert SW
Posts: 358
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I got my 1099's from Fidelity over a week ago. I already filed my return. I hope they don't change.
__________________
Retired in 2011 at 54
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02-26-2014, 07:46 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Posts: 4,366
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I just got all four of mine. Last ones in.
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02-26-2014, 09:05 PM
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#11
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Posts: 17,242
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I looked online today and my 1099 now has my REIT info on it...
I sold it because that was the main reason that I did not get all info on time...
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02-27-2014, 04:26 AM
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#12
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,724
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They just sent me an email that my 1099 is ready. I'm away from home and don't access my accounts while on the road, so it'll have to wait to the weekend.
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02-27-2014, 05:17 AM
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#13
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Full time employment: Posting here.
Join Date: Jul 2011
Posts: 723
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This extension happens with Fidelity every year. I think it has something to do with the determination of what is considered a qualified dividend versus a non-qualified dividend. I just wait until March to prepare my tax returns now.
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02-27-2014, 07:57 AM
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#14
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2013
Posts: 11,078
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Got mine last week, hopefully it's OK. I even received my K1 from my one MLP!
MRG
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