As we all begin to collect and organize our tax information for the 2015 filing season, there are always two frequently asked questions:
- Do I have everything I need to file my taxes?
- 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
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Tax Forms
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Activate Online (On or Before)
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End Mail Date*
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Retirement Forms: 5498/1099-R
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01/15/2016
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01/22/2016
|
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1099: 1st Mailing (Fidelity Mutual Funds Only)
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01/24/2016
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02/01/2016
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1099: 2nd Mailing (Stocks, Bonds, Non-Fidelity Mutual Funds)
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02/13/2016
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02/23/2016
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1099: 3rd Mailing (UITs, REITS)
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02/27/2016
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03/07/2016
|
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1099 4th Mailing (UITs, REITS with delayed information)
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03/10/2016
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03/15/2016
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1099: Info Only (Corporate)
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02/13/2016
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02/23/2016
|
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1099: Preliminary Tax Stmt
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02/13/2016
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Online Only
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*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
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02/01/2016
|
|
1099: Consolidated
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02/16/2016
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02/16/2016
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*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
