I’m expecting the following 1098s this year:
- Provident Funding x 2 (2 months of old house + new house)
- SunTrust (First refi of new house)
- PennyMac (Second refi)
And the following 1099s this year:
- 1099-INT from Alliant and Fidelity
- 1099-DIV from Fidelity
The outstanding Fidelity forms do not surprise me, they are always later, but the others do. Alliant is usually the first form I get, during the first week of January, and I haven’t yet gotten it. The 1098s also surprise me - last year I got my 1098 from Provident around the same time that the Alliant 1099 dropped.
In fact, I got my W-2 before I got any of these forms, which never happens.
I know they have until 1/31, so I am not worried… I just find this unusual. The Suntrust one is particularly annoying as they removed my account history/detail when my loan refinanced, so I don’t have a way to calculate the interest I paid until I get the 1098.
Anyone else waiting around for forms that are usually here by now?