February 17, 2021

Bloomberg interviewed Tax Principal Michael D’Addio for a story about Robinhood’s failure to deliver tax forms to customers on time.

Bloomberg

By Misyrlena Egkolfopoulou and Anders Melin

Bloomberg interviewed Tax Principal Michael D’Addio for a story about Robinhood’s failure to deliver tax forms to customers on time. Financial Management

Excerpt:

Big brokerages rarely blow past the deadline for issuing tax documents, according to Michael D’Addio, a principal at Marcum LLP, a tax audit and advisory firm. While most stick to the deadline for issuing 1099 filings, they might issue amended documents a few weeks later, reflecting information that was inadvertently left out initially, he said. People who’ve already filed their taxes by then may have to send the IRS an amended return.

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Michael  D'Addio

Michael D'Addio

Principal

  • Tax & Business
  • New Haven, CT