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AB0704
New Member

Waiting for 1099 form

I have to report the dividends from my Schwab account, but will not receive the 1099 form until the end of February. For unrelated reasons, I would like to file sooner than that, as soon as possible. Could I file then submit an amendment, or just wait for the 1099? 

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3 Replies

Waiting for 1099 form

Maybe you can get the 1099 earlier by logging into your Schwab account.   Or look at the year end statement.   Did you have sales or just interest & dividends?  You should try to wait and file a complete return.   

Waiting for 1099 form

".....file and submit an amendment...."   Do you know that it has been taking the IRS more than six months to process amended returns?   There are people who are still waiting for amended returns from nearly a year ago.

 

Wait for your 1099 and file everything on the same tax return.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
AB0704
New Member

Waiting for 1099 form

Thanks for the responses. I will be waiting to file once I have all the forms. 

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