Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
Also the sections on a Fidelity Consolidated 1099 are clearly marked and the reported values are numbered so as to matched the standard 1099-DIV, 1099-B and 1099-INT forms filed with the IRS. This makes it pretty simple to transcribe values from my Consolidated 1099s into tax software.

Fidelity consolidated 1099s import to TurboTax, and presumably to any other tax software that imports electronic forms. All I had to do with mine was proofread the information and manually calculate how much of the non-qualified dividends were interest from federal obligations. That manual calculation is not be needed if you live in a state without income taxes.
Print the post  

Announcements

Disclaimer:
In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.