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If you have a retirement account (IRA, SIMPLE, Roth, SEP) and took money out last year, the 1099-R should be mailed from your custodian (Schwab/Fidelity/National Advisors Trust) by the end of January.
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If you have a non-retirement accounts at Fidelity, Schwab or National Advisors Trust, you will not be receiving your 1099 until the third week of February.
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Please note that any management fees that may be deductible are included on the 1099 Composite from Fidelity, Schwab or National Advisors Trust.
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Please note that we cannot speak to your tax preparer or accountant regarding your accounts without your prior authorization.
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Matt and Ann will be available to assist you with any questions or issues regarding tax documents this tax season. Please email This email address is being protected from spambots. You need JavaScript enabled to view it. or This email address is being protected from spambots. You need JavaScript enabled to view it.
