Prior to 2009, brokerage firms, brokers, mutual fund companies and barter exchanges were required to have year end tax statements out to their clients by January 31. The problem has been that many of them have had to be corrected and a second (or third) version issued to taxpayers, who had sometimes completed their returns from the first version and then had to amend their tax returns. The law changed last year and these reports are now required to be issued by February 15th (which is a Federal holiday this year, so the due date is February 16th).
I have had to advise both myself and clients to be patient.
Archives for: February 2010
Feb
08