[RVJim]

Originally Posted by CoachKandSportsguy

Just an update finally:

1) i got incomplete tax statements in the mail the first time around
2) i got a second tax statement in the mail that said "There are no changes to the first tax statement"
3) I found the correct tax statement on line, downloaded it, and it was changed from the prior year's format, so I misread the statement. ie, they put the information from the income statement distributed from the oil and gas trust in the filing on the next to last page, and the distributions to my account on the last page. (never before had they put the Oil and Gas revenue prior to distributions on my account tax statement, and I read it as my distributions, which was my miss reading. ie they are trying to be everything to me by including non distribution information, Little Miss helpful, but they could NOT perform points 1 and 2 correctly.)

Admission:
I was so irritated on points 1 and 2 that I wasn't correctly reading on point 3 with the little time remaining to file.

So 66% Fidelity at fault for the first two points
I am 33% at fault for the third point

In my advancing age, i get more easily irritated at professionals who underperform
and to whom I am paying money.

yes, I am human.

You received the final correct information but somehow Fidelity is 66% at fault for your misreading the documents? That’s priceless logic.