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When does Fidelity send out the tax documents?
Posted on 2/9/16 at 1:11 pm
Posted on 2/9/16 at 1:11 pm
Just waiting on them as my last doc so I can file. Tried looking on my account and don't see a date listed. Anyone have Fidelity and familiar?
8
Posted on 2/9/16 at 1:19 pm to TigerTatorTots
quote:
When does Fidelity send out the tax documents?
Dude just login to Fidelity Netbenefits and download it.All of my tax documents were in a digital format.
Posted on 2/9/16 at 1:21 pm to Maverick01
quote:
Tax Forms Not Found
We are unable to locate any tax forms for your Social Security Number (SSN), Tax Identification Number (TIN), or Customer Identification Number, for one or more of the following reasons:
Your 2015 tax forms may not yet be available for viewing.
You had no taxable activity to report on your accounts.
This post was edited on 2/9/16 at 1:22 pm
Posted on 2/9/16 at 1:23 pm to TigerTatorTots
I would give them a buzz and see what's going on.
Posted on 2/9/16 at 1:24 pm to Maverick01
Clicking the link to customer service, I found a note about tax forms.
Will be available on or before February 13, 2016.
Will be available on or before February 13, 2016.
Posted on 2/9/16 at 1:29 pm to TigerTatorTots
Mine are available online.
Posted on 2/9/16 at 1:49 pm to TigerTatorTots
I got mine in the mail within the past couple weeks.
Posted on 2/9/16 at 4:10 pm to TigerTatorTots
quote:
Will be available on or before February 13, 2016.
I looked the other day and saw the same thing. I have all of mine from Fidelity except for my trading account
Posted on 2/9/16 at 4:46 pm to TigerTatorTots
Already received mine in the mail.
Posted on 2/9/16 at 5:58 pm to TigerTatorTots
They sent out incorrect tax statements - I received my corrected statements today.
Posted on 2/9/16 at 6:04 pm to PlanoPrivateer
Yea, my individual trading brokerage account is what I need. Tax on reinvesting dividends makes me sad
Posted on 2/9/16 at 7:14 pm to TigerTatorTots
I got mine in the mail two weeks ago
Posted on 2/9/16 at 9:00 pm to TigerTatorTots
It depends on the type of document. Here are the guidelines they publish. If it's for taxable account, mid feb is when u should get it by.
https://www.fidelity.com/taxes/statement-mailing-dates
https://www.fidelity.com/taxes/statement-mailing-dates
This post was edited on 2/9/16 at 9:01 pm
Posted on 2/9/16 at 9:18 pm to TigerTatorTots
It depends on what you have in your account. If you have simply stocks, it's pretty easy for them to generate the 1099s.
If you have mutual funds, then Fidelity has to wait on the mutual funds to publish what is ordinary div vs qual div vs cap gain dist vs return of capital.
If you have more complicated things like unit investment trusts and structured investments, it can take even longer.
I have some clients that regularly don't get 1099 statements until mid March. These are people with some pretty complex investments.
If you have mutual funds, then Fidelity has to wait on the mutual funds to publish what is ordinary div vs qual div vs cap gain dist vs return of capital.
If you have more complicated things like unit investment trusts and structured investments, it can take even longer.
I have some clients that regularly don't get 1099 statements until mid March. These are people with some pretty complex investments.
Posted on 2/10/16 at 8:39 am to TigerTatorTots
Scottrade isn't available till Feb 16
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