When I connected to Fidelity to automatically transfer my tax forms I received 2 1099s for me and 2 1099s for my wife. Why is the software creating 2 1099s for me and my wife? Should I delete the duplicate forms? Both forms have identical information on them. Thank-you.
01527
1 Replies
CatinaT1
Expert Alumni
Feb 4, 2025 8:30:01 AM
Yes, delete the duplicate. If you jointly own the account, sounds like they created a 1099 for each of you.