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judyc
Returning Member

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 Reply

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

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

OR

File in the circular file.

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