I sold some stock this year and didn’t get the 1099 for that but got the 1099-div for the remaining stock. It’s thru computershare whose customer service is horrible. I’m still hoping I might get it?
I also am missing an IRA close out for an estate I’m working on.
I’ve never had this issue before. Anyone else missing something for filing taxes?
Deadline for 1099B is Feb 15 so I’d give that more time.
The 1099R (is that what you mean by IRA close out?) deadline is Jan 31 so that’s late but not horribly so. You could call the administrator.
I don’t think I’d be concerned about either yet. A lot of forms expect to be amended. Our financial advisors urge everyone to wait until after March 15 to file to make sure we receive accurate and updated information.