Worried because possible late 2014 form PFS (Exeter)

RedSoxFan18
Thu, 05 Mar 2015 13:38:21 +0000

Was the information on the PFS close to your actual return? If your PFS/W2/othere documents were timely and consistent with your return the late return probably won’t be a problem. The FA offices know that it is difficult to get the returns in by 2/15 given that some 1099s don’t even arrive before then. If the actual PFS/documents were late or if the information on it is significantly different than your return there could be an issue. The offices are obviously jammed as the notifications are now less than a week away. I’d call the FA office - they usually email if they are missing required documents.