2/15 for 1099s??

[Vic Dura]

Hello,

I've been told by Fidelity Investments that for 2009 they have until
2/15/10 to get their 1099s in the mail. Fidelity said that the IRS
has given the industry the extra 2 weeks because last year there were
a lot of problems (dividends being re-characterized??) associated with
the 1/31 deadline.

The Fidelity rep. didn't know if this change was only for this year or
was permanent. Can anyone verify any of the above?

BTW, I'm not complaining. I think it's a good idea.

Thanks.

 

[joeu2004]

I've been told by Fidelity Investments that for 2009 they have until
2/15/10 to get their 1099s in the mail. [....]
The Fidelity rep. didn't know if this change was only for this year
or was permanent. Can anyone verify any of the above?

Instructions for Form 1099-B (2009):
"The due date for furnishing statements to recipients
has been changed to February 15 for statements due
after 2008. For details, see the 2009 General
Instructions [...]."

General Instructions for Forms 1099 [et al] (2009):
"Forms 1099-B [...] must be furnished by February 16, 2010."

 

[rick++]

I've been told by Fidelity Investments that for 2009 they have until
2/15/10 to get their 1099s in the mail.

Also check their website. They posted my tax statements in
electronic form two weeks before I received them in the mail.

 

[Vic Dura]

Hello,

Thanks for all the comments and info.