1099 Mailing Information
FIDELITY MAILING SCHEDULE
The first mailing will occur.
The second mailing, Info only, and Preliminary Tax Reporting Statement will occur.
The third mailing will occur.
The fourth mailing will occur.
PERSHING MAILING SCHEDULE
Accounts with holdings and income that typically do not require reclassification or additional information from issuers such as stocks, bonds and options.
Accounts with mutual funds and certain UITs, REITS and other equities.
Accounts where information was previously pending.
All remaining accounts.