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>>I understand many banks / mutual fund companies send out 1099 later Feb/Mar. >>
I thought it was required that these be sent by Jan 31. I have always received all of my 1099s by that time. Also, you should have end of the year statements from ALL of these types of accounts. When I help my kids fill out the FAFSA (and YES I do it with them), we use the end of year interest numbers from the statement at the end of the year. And as mentioned above, you can usually get the exact numbers by either going in person, or calling the bank or investment house.
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