I just filled out the W9 form for Fidelity. Is there anything else I need to do with the IRS in this situation? Also, if I don't receive a 1099 form for the tax year 2022 despite filling out W9, does that mean I need to change how I report this income?
As you already mentioned, there's no place for capital gains for the call contract in 1042-S and I don't have any other form from them. I tried communicating with them and they're not fully sure either if this particular transaction has been included as part of my divided income. In this case, am I safe in assuming that I can file what I have as a 1099 DIV and 1099 INT and hope that Fidelity has included all my transactions in this 1042-S form?
@DaveF1006
