Jan 30
If you receive reimbursement from Acclaris for a percentage of Long Term Care Insurance costs through the IBM Life Planning Account, you may have received a 1099 from Fidelity which is double the amount of your reimbursement. According to one of our members, Fidelity will be sending out corrected 1099s shortly.
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2 Responses to “1099 for 2009 Life Planning Account Payments May Be in Error”
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February 2nd, 2010 at 9:32 am
In my case, the double 1099-MISC for the Life Planning Account reimbursement came from Acclaris, not Fidelity. You can register at http://www.acclarisonline.com and see your submittals and reimbursement history.
February 4th, 2010 at 9:43 am
Thank you for the update! Susan