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Returning Member
posted Jun 1, 2019 11:38:54 AM

Do I need to amend my taxes? Fidelity just mailed me a "2018 Informational Tax Reporting Statement".

The form reads, "Note: This information is not reported to the IRS. It may assist you in tax return preparation" and "*Our records indicate that you are an exempt recipient for 1099 reporting purposes. This statement is based on IRS information reporting requirements as of the preparation date and is NOT furnished to the IRS. You may be subject to different income tax reporting requirements."

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1 Replies
Level 15
Jun 1, 2019 11:38:55 AM

Review the information for consistency with what you told the IRS.

OR

File in the circular file.