Not receiving needed tax statements from investments, employers, etc
![[Post New]](/jforum/templates/default/images/icon_minipost_new.gif){kind=icon}
Anonymous
|
Is anyone else finding they still haven't received many of the statements they need in order to do taxes? We usually have at least one come late, but I started our taxes last night and we're missing at least 5. Is this because of the last minute changes? Anything I can do?
Related question - For some of the investments that we're missing 1098/1099s, I'm wondering if we just didn't earn enough this year to cross some kind of threshold that even requires reporting. Is that possible? Thanks. |
Anonymous
| I've had to call several banks to get my information. |
Anonymous
| Generally you should get a 1099 for dividend or interest income if you earned more than $10, but I have had them come in February or even March. |
Anonymous
| our brokerage said Feb 15. We can't even file until late Feb or early March, per the IRS -- they won't be ready to deal with our type of documentation. Crazy! Financial aid people want the return finished by Feb 19... |
Anonymous
| Our brokerage said Feb 15 as well. I believe that is the deadline they must make 1099s available, by law. |
Anonymous
|
Our investment 1099s are posted online.
I freelance and haven't received 1099s from clients in years. I just track income myself. |