How many 1099 forms did you send to IDOC?

IDOC requires: One copy of each of your parents' 1099 forms (all versions). Send only one copy of each form.


<p>We have a few mutual funds and brokerage firms. Therefore, there are quite a few 1099-div, 1099 int, 1099-B. But, some of them won't come until the end of February. It is crazy. Did you really send in each of the 1099 forms on time?</p>

<p>Last year, we did send all the 1099 forms. I think the brokerage forms are required by 2/15. I had 4 or 5 from brokerage accounts</p>

<p>We received an email notice from our brokerage that our 1099 would not be sent until “mid-February 2013” making it impossible to meet a Feb 15 IDOC requirement.</p>

<p>I think TD ameritrade has the end of February for issuing 1099. We will have to call each school to see if they would accept a late submittal of the 1099 after IDOC is completed by 2/15. I know all the info from the end of the year statement. I am just wondering about why would they need the 1099 this early.</p>

<p>Last year I was told to only send 1099s if you were an independent contractor and got those instead of W2s. I didn’t send 1099 divs or 1099 int. A copy of all pages of the tax return and a tax transcript sufficed.</p>

<p>My wife just called this one school. It turns out 3/1 is the “flexible” deadline. So, it is possible now.</p>

<p>I have three accounts that earned less than $1.50 in interest/dividends each. I am not even sure that the banks will send a 1099 for such same amounts. Do I really need them?</p>

<p>Why are they requested anyway? To prove I am honest? To get access to the account numbers?</p>