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I am the custodian of a UGMA account for a friend (i.e., FBO my friend). I got my 1099 report for my margin account already, but did not get one for hers. When is the appropriate time to request a duplicate?

The reporting deadline for any consolidated 1099 that contains a 1099-B is February 15, not January 31. In recent years, many brokerages have received extension until February 28. I know that FolioFn has already announced theirs will be available by the end of the month.

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