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National Financial Services Tax Mailing Date Schedule

Below are the mailing dates for the 2018 tax year IRS Form 1099 (B, DIV, INT, OID, and MISC).

Mailing Phase Mailing End Date Included in Mailing
1 February 1 Holdings and income that typically do not require reclassification or additional information from issuers. Generally, this includes accounts holding options, certain equities, and fixed income securities.
2 February 22

Equities and fixed income securities, closed-end funds, and non-Fidelity mutual funds.

Supplemental tax reporting information for corporate and eligible exempt accounts.

Revision mailing for 1099s sent in Phase 1, as required.

3 March 8

Unit investment trusts (UITs) and real estate investment trusts (REITs).

Revision mailing for 1099s sent in phases 1 and 2, as required.

4 March 15

All remaining accounts, including UITs, REITs, and mortgage-backed securities (MBS).

Revision mailing for 1099s sent in all previous phases, as required.

Documents will be available via Wealthscape InvestorSM five business days before the dates listed above.

For questions regarding the National Financial Services (NFS) tax mailing dates, please contact your advisor.