The Latest

1099 Mailing Information

1099 Mailing Information

FIDELITY MAILING SCHEDULE
January 21st
The first mailing will occur.

February 11th
The second mailing, Info only, and Preliminary Tax Reporting Statement will occur.

February 25th
The third mailing will occur.

March 4th
The fourth mailing will occur.

PERSHING MAILING SCHEDULE
January 31st
Accounts with holdings and income that typically do not require reclassification or additional information from issuers such as stocks, bonds and options.

February 15th
Accounts with mutual funds and certain UITs, REITS and other equities.

February 28th
Accounts where information was previously pending.

March 15th
All remaining accounts.