• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Redwood Wealth Management

A fee-only, independent advisory firm

  • About Us
    • Our Team
    • Our Philosopy
    • The Personal Side of Redwood
  • Services
    • What We Do
    • Case Studies
  • Resources
    • Newsroom
    • Market Reviews
    • Careers
  • Client Login
    • Client Login
    • Fidelity Investments
    • TD Ameritrade
  • Contact Us
  • Form CRS

Tax Form Updates

February 1, 2016 by Redwood Wealth Management

As we all begin to collect and organize our tax information for the 2015 filing season, there are always two frequently asked questions:
  1. Do I have everything I need to file my taxes?
  2. If not, when can I expect to have all of my tax documents (specifically my 1099s)?
We anticipate that most of our clients should receive their 1099s by the end of February.  A detailed outline of the expected online availability and mailing dates for Fidelity and TD Ameritrade are listed below.
Fidelity
Tax Forms
Activate Online (On or Before)
End Mail Date*
Retirement Forms: 5498/1099-R
01/15/2016
01/22/2016
1099: 1st Mailing (Fidelity Mutual Funds Only)
01/24/2016
02/01/2016
1099: 2nd Mailing (Stocks, Bonds, Non-Fidelity Mutual Funds)
02/13/2016
02/23/2016
1099: 3rd Mailing (UITs, REITS)
02/27/2016
03/07/2016
1099 4th Mailing (UITs, REITS with delayed information)
03/10/2016
03/15/2016
1099: Info Only (Corporate)
02/13/2016
02/23/2016
1099: Preliminary Tax Stmt
02/13/2016
Online Only
 
*These dates are subject to change. Up to date mailing dates are available online.
TD Ameritrade
 
Tax Forms
Activate Online (On or Before)
End Mail Date*
Retirement Forms: 5498/1099-R
02/01/2016
02/01/2016
1099: Consolidated
02/16/2016
02/16/2016
 
*These dates are subject to change. Up to date mailing dates are available online.
 
Due to delayed or incorrect initial income reporting from investment issuers, a corrected 1099 may be issued to the account owner.  The corrected 1099s are scheduled to be available online by 3/31/2016 and mailed by 4/08/2016.  Again, these dates are subject to change and daily correction updates will be available online.
Please don’t hesitate to contact us with any questions regarding your Fidelity or TD Ameritrade accounts.  We’re happy to help!
Author

Natalie Barber, CFP®

Director of Financial Planning

Share this:

  • LinkedIn
  • Twitter
  • Print
  • Facebook

Primary Sidebar

Recent Posts

  • Divorce & Taxes
  • Redwood Investment Update – The Stock Market, Vaccine, and Robinhood
  • Missie Beach Quoted in Bankrate.com – A New Look at the Emergency Fund
  • Year-End Tax Planning
  • Insights for Open Enrollment for 2021 Company Benefits

Categories

  • Education Planning / 529s
  • Emergency Funds
  • Estates & Trusts
  • Facts & Info
  • Financial Planning
  • In The News
  • Investments
  • Market Reviews
  • Newsletters
  • Open Enrollment
  • Retirement Planning
  • Risk Management
  • Social Security
  • Taxes And Tax Planning
  • The Basics of Financial Planning
  • Uncategorized
  • Wealth Management

Footer

200 Milton Park
11175 Cicero Drive, Suite 510
Alpharetta, GA 30022
(P) 678-390-3300
info@redwoodwm.com

Subscribe

  • Sign up for the Redwood Wealth Management newsletter.

Recent Articles

Divorce & Taxes

Redwood Investment Update – The Stock Market, Vaccine, and Robinhood

Missie Beach Quoted in Bankrate.com – A New Look at the Emergency Fund

Year-End Tax Planning

  • Site Map

All Content © 2009-2021 Redwood Wealth Management, LLC

Website by SangFroid Web Design