Me too. Usually it's just a REIT that makes mine late, but this year they are also waiting for info from NAC. I don't even have an estimate for when ours will be ready.Yeah, mine are delayed from Fido. I have a small REIT holding, a leftover from a horrible experience years ago with a local Ameriprise office, that hasn't done their reporting to Fidelity yet. Everything else is ready. Someday I'll find a way to liquidate this crappy thing. Right now, the REIT fund is not allowing holders to cash out. Been that way for years.
Where there is hope there is hope.... LOLI have Schwab and they initially said docs would be ready 2/28 , but they became available yesterday so maybe you'll get them sooner.
Last year everything was available from Fido by the last week in February.i can’t remember the last time I got my Fido 1099s in February. It’s always been March.
Yeah the 5498-SA contribution documents are never issued in Jan, always May. I think you still have time until filing to make HSA contributions for the prior year. We use our Quicken generated reports.Vanguard says our 1099 will be ready on 2/20. OTOH, Fidelity says that Form 5498-SA showing our HSA contributions won't be ready until 5/26... But our CPA said that printing out activity reports from the dates when we contributed will work for tax documentation.
Instead of a 5498, I use the 1099 statement which includes the RMD and the Roth in conjunction with the Roth confirmation statement.Yeah the 5498-SA contribution documents are never issued in Jan, always May. I think you still have time until filing to make HSA contributions for the prior year. We use our Quicken generated reports.
This. I don't bother to start on my taxes until late March.I would rather wait for my forms than get a corrected form later on.
Mine were available 2/8.
It’s been many, many years since we’ve gotten blindsided by a corrected form. I even remember way back receiving one in the mail on April 15 one year! Of course that late forced filing a revised return, mailing in paper ugh.This. I don't bother to start on my taxes until late March.
Glad I'm not the only one who got a late amendment. About 15 years ago, I got an amended 1099 on April 20th or so, postmarked April 15. People don't believe me when I tell them this happened.It’s been many, many years since we’ve gotten blindsided by a corrected form. I even remember way back receiving one in the mail on April 15 one year! Of course that late forced filing a revised return, mailing in paper ugh.
Knocking on wood, but these days we usually file in early March.
We have far fewer third party funds than we used to, and generally that has meant much simpler and faster tax forms. Still have a few legacy funds but these seem to be well behaved in terms of timely tax reporting.
This something Fido will be doing? We had FZDXX and a bit of SPAXX last year and it's in the account on which we are waiting for the statement.I have everything except Fido needs to tell me what % of FZDXX is state tax exempt.