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Retirement tax questions
Nat Financial Svcs is the company that provides the various tax document downloads for Fidelity Investments.
IF you import your Fidelity tax forms, that's the Provider/Payer that is listed and used on the 1099-DIV, also the1099-INT, -OID, and Form1099B/8949 if you any of those too. (and supposedly, the IRS can be traced back to Fidelity)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 2, 2022
10:13 AM