Consolidated 1099 Tax Statement Questions | Edward Jones
Brokerage firms do not receive final tax distribution information for some securities until after February 15, so 1099 statements sent to holders of these securities prior to Edward Jones receiving this final data are preliminary. We may still be waiting for final allocation information from some issuers of mutual funds, REITs, CMO/REMICs and certain foreign securities. Your 1099 is final, to the best of our knowledge, when "Figures Are Final" is displayed under the Edward Jones logo and above your address. You may want to consider this when making an appointment with your tax professional.
Read full article from Consolidated 1099 Tax Statement Questions | Edward Jones
No comments:
Post a Comment