gayl
Thinks s/he gets paid by the post
I was convinced to do primarily indexes last year so have gone from 300-plus trades to slightly over a dozen. With that in mind I'm planning on doing my own taxes this year with a online program and picked TurboTax. Today I saw this on the Schwab website
with that in mind, I think I might not get a late 1099 corrected form (last for 2016 was 10/6/17). Do you wait until you get the final corrected form to file, or do you file once most of them are out say in mid March? I don't mind doing an amended form. But I really hope to avoid thatFebruary 1, 2018 February 1-15, 2018 Stocks, options and cash deposit interest.
This date applies to accounts holding investments for which we have all necessary tax information.
Downloads to tax software will be available by February 2nd.
February 15, 2018 February
15-28, 2018 ETFs and mutual funds, fixed income, REITs, UITs, WHFITs, suspect securities, and U.S. and foreign stocks that have been reclassified in the past.
This date also applies to accounts that made a sale or covered a short position in December 2017 or contain at least one investment for which the issuer can’t provide information in time for the earlier mailing.
Starting February 28 Corrected 1099 forms