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Financial Planning / Tax Strategies


Subject:  Re: 1099 from broker Date:  2/5/2013  12:27 PM
Author:  vkg Number:  117639 of 127519

Maybe I should have said Fidelity Taxable account 1099. I did receive my Fidelity IRA 1099R and form 5498 in January, but not my taxable 1099.

Fidelity has a large number of 1099s to produce. I recently received my Fidelity 1099 for a taxable account. It is likely that Fidelity is just working through processing, and you will have your 1099 soon.

Unlike a different account that I have, it doesn't appear that Fidelity has any software issues delaying issuing of 1099s.
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