Should I change my occupation to Retired since I retired on Jan 31, 2017? Should I wait to file since my Fidelity investments 1099-DIV not available till 3/3/18?

viehman2turbo · ‎June 4, 2019

MinhT · ‎June 4, 2019

Yes, you can change your occupation to Retired.

You should wait to receive all tax documents before filing your tax return. Otherwise, you would need to amend your return if you receive a tax document which has to be included in your return in the first place. And the amendment process is very cumbersome.

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View solution in original post

MinhT · ‎June 4, 2019

Yes, you can change your occupation to Retired.

You should wait to receive all tax documents before filing your tax return. Otherwise, you would need to amend your return if you receive a tax document which has to be included in your return in the first place. And the amendment process is very cumbersome.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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Should I change my occupation to Retired since I retired on Jan 31, 2017? Should I wait to file since my Fidelity investments 1099-DIV not available till 3/3/18?