1099 Waiting Game

As financial firms postpone sending essential tax information -- for fear it includes errors -- investors may have to delay filing returns ... and getting their refunds. Is it a gamble these days to file sooner rather than later?

It's February. Do you know where your 1099 tax forms are?

By January 31, banks, brokers and mutual fund companies are supposed to provide investors the Form 1099 information reports they need to complete their tax returns. These forms show how much interest, dividends and capital gains distributions you should report on your tax return.

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Kevin McCormally
Chief Content Officer, Kiplinger Washington Editors
McCormally retired in 2018 after more than 40 years at Kiplinger. He joined Kiplinger in 1977 as a reporter specializing in taxes, retirement, credit and other personal finance issues. He is the author and editor of many books, helped develop and improve popular tax-preparation software programs, and has written and appeared in several educational videos. In 2005, he was named Editorial Director of The Kiplinger Washington Editors, responsible for overseeing all of our publications and Web site. At the time, Editor in Chief Knight Kiplinger called McCormally "the watchdog of editorial quality, integrity and fairness in all that we do." In 2015, Kevin was named Chief Content Officer and Senior Vice President.