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Have you received your investment tax forms yet?
Posted on 2/15/25 at 3:47 pm
Posted on 2/15/25 at 3:47 pm
Was supposed to have my eTrade forms today and instead they gave me a message that it won't be until March 7.
I don't like waiting that long to find out how much I need to pay. If another platform is going to give me the information without a delay, I'm interested in switching to them.
I don't like waiting that long to find out how much I need to pay. If another platform is going to give me the information without a delay, I'm interested in switching to them.
12
Posted on 2/15/25 at 3:49 pm to Bestbank Tiger
Schwab is saying Feb. 28th…
Kinda aggravating - TDAmeritrade was much quicker.
Kinda aggravating - TDAmeritrade was much quicker.
Posted on 2/15/25 at 3:55 pm to Bestbank Tiger
Fidelity made our 1099 forms available right at 2 weeks ago. They are pretty fast. They are always slow on IRA contribution form 5498. That always arrives in May, but you don't need that form to submit your taxes and I assume every financial company has to wait until May to provide 5498 forms.
Posted on 2/15/25 at 4:20 pm to Bestbank Tiger
I got my E-Trade 1099's last week.
Fidelity says my info won't be available until 2/22. They're waiting on interest income from a JPM CD
Fidelity says my info won't be available until 2/22. They're waiting on interest income from a JPM CD
Posted on 2/15/25 at 4:23 pm to Bestbank Tiger
I got all my Fidelity tax forms by end of last week. It would have even been sooner but they were waiting on information from Vanguard.
Posted on 2/15/25 at 4:27 pm to Bestbank Tiger
Neighbor works for Fidelity. He said the IRS cracked down last year after some brokers sent out incorrect forms which forced some of their customers to refile their taxes. He said it may be slower; because they are laser focused on the forms being accurate.
Posted on 2/15/25 at 4:39 pm to Bestbank Tiger
Received mine from Schwab on the 13th of Feb
Posted on 2/15/25 at 4:48 pm to wiltznucs
quote:
Neighbor works for Fidelity. He said the IRS cracked down last year after some brokers sent out incorrect forms which forced some of their customers to refile their taxes. He said it may be slower; because they are laser focused on the forms being accurate.
Thanks. Makes sense.
You'd think they would be able to get it right and get it fast. They've known since December 31 how much I made in dividends and how much profit I made selling. I don't mess with anything fancy.
Posted on 2/15/25 at 8:22 pm to Bestbank Tiger
Fidelity is supposed to have them next week on the 22nd for me
Posted on 2/15/25 at 8:47 pm to TigerTatorTots
Fidelity saying March 7 for me. Wide range it seems.
Posted on 2/15/25 at 9:33 pm to Bestbank Tiger
Shwab said mine were available this morning.
Posted on 2/16/25 at 7:08 am to TigerFanDan
Schwab still showing 28th and not available for me.
Posted on 2/16/25 at 3:13 pm to Bestbank Tiger
Many times it depends on what type of securities you own. Individual stocks are usually straightforward but if you own certain ETFs and mutual funds then the investment firm is subject to how quickly those firms provide the required info. GLD will usually cause a delay along with many others.
So the process is delayed because the brokerage firm is waiting on others.
So the process is delayed because the brokerage firm is waiting on others.
Posted on 2/16/25 at 3:38 pm to Bestbank Tiger
Not yet, brokerage says they will be avail NLT 28 feb. Went ahead and entered everything else into freetaxusa today. Kinda getting annoying waiting but oh well.
Posted on 2/16/25 at 4:03 pm to TX_Tiger23
quote:
Many times it depends on what type of securities you own. Individual stocks are usually straightforward but if you own certain ETFs and mutual funds then the investment firm is subject to how quickly those firms provide the required info. GLD will usually cause a delay along with many others.
So the process is delayed because the brokerage firm is waiting on others.
Ugh. That would be the problem. I have ETFs.
Posted on 2/16/25 at 5:28 pm to Bestbank Tiger
Will get mine the 28th from swab
Posted on 2/16/25 at 10:36 pm to TX_Tiger23
quote:
Many times it depends on what type of securities you own
100 percent the issue
Posted on 2/17/25 at 2:37 am to stewie
Schwab delivered my 529 statements this week. Sucks.
Posted on 2/17/25 at 6:19 am to 98eagle
quote:
Fidelity made our 1099 forms available right at 2 weeks ago.
Fidelity has delayed mine until Feb. 22 due to the FBTC etf being slow to produce the data for some reason.
Posted on 2/17/25 at 9:07 pm to Naked Bootleg
I’m in the same boat with FBTC, that’s one of the few trades I made in 2024 and it’s causing me to wait. It’s the last tax document I need to do my taxes.
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