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Personal Finance (Not Investing) • 1099's - Why January 31?

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Another cause of delays is information reported from a third party. If you hold a Vanguard ETF in a Fidelity account, Fidelity cannot issue the 1099-DIV until Vanguard reports how much of the ETF dividend was qualified.

Even with these delays, corrected 1099s are common, so it's usually best not to file taxes too early if you have complicated taxable investments.

Statistics: Posted by grabiner — Mon Jan 27, 2025 9:22 pm — Replies 18 — Views 1290



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