My brokerage has not provided "numbers are final" information on 1099 Int/Div. Can I file with preliminary numbers?

51merc1939 · ‎June 1, 2019

Kat · ‎June 1, 2019

Please do not file until you have correct and final (to your knowledge) tax documents. Filing before having all the correct info may result in your having to amend your return, which you'd like to avoid.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

View solution in original post

Kat · ‎June 1, 2019

Please do not file until you have correct and final (to your knowledge) tax documents. Filing before having all the correct info may result in your having to amend your return, which you'd like to avoid.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

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My brokerage has not provided "numbers are final" information on 1099 Int/Div. Can I file with preliminary numbers?