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The earliest that I expect to see the various 1099 forms for my investment and IRA accounts is late February to the beginning of April. There always seems to be changes and corrections to the forms from the preliminary forms released in mid-February.

Yup. I learned the hard way to “prep, but don’t file” based on the first round of paperwork. I usually try to e-file on or around April 1 to balance the need to wait for paperwork corrections and the need to file promptly in case there’s some SNAFU like identity theft.

Even then, there are sometimes later corrections that come in. Occasionally, I get lucky and the corrections bring the paperwork in line with any manual adjustments I had made on my own. Other times, well, that’s what the amended return process is for, I guess.

The reason I prep early is to get a guide on where I need to set my paycheck withholdings to stay within the prior-year safe harbor. The earlier in the year I get that set, the less severe the adjustments tend to be.

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