cheated by Fidelity,what can I

To help the 2003 tax return, I opened and IRA account in Fidelity and put $3000 into it. When filing the application form, I was asked to choose which year to contribute this sum of money, of course I picked 2003. But now it turns out that Fidelity refuses to send me the tax form before the deadline because"your IRA was opened this year and a current year deposit was made into this account",so "you will receive a 5498 next year for any contributions made in 2004." Besides, they could send me the tax form for 2003 tax return only if I could send another sum of money to the IRA account. But in this case, the form will not come until May.

I've read IRS relevant articles and learned a lot in this website. I know a deposit to IRA earlier than April 15th can contribute to last year's tax return. I think Fidelity should known better than me

Now I'm feeling totally being cheated. Without the $3000 deductible IRA, our family's tax will fall into a higher tax bracket. So I really need to get the tax form. Could anybody here give me any suggestions? Your kindness would be very appreciated!

所有跟帖： 

• 回复：cheated by Fidelity,what can I -BadFideli- ♀ (446 bytes) () 03/18/2004 postreply 10:15:21

• 回复：回复：cheated by Fidelity,what can I -do?- ♀ (311 bytes) () 03/18/2004 postreply 11:24:29

• 回复：cheated by Fidelity,what can I -law111- ♀ (497 bytes) () 03/18/2004 postreply 15:16:50

• 回复：cheated by Fidelity,what can I -miscommuni- ♀ (195 bytes) () 03/22/2004 postreply 04:05:57