1099 Consolidate d’s, they’re Here … Do not file to quickly! … Travels … Happy Valentine’s

Tax forms are FINALLY here….Theyr're Here

1099 Consolidated Forms are In the House

Totally peppering followers with posts/articles this week, we had to announce the arrival of Consolidated 1099’s for tax purposes and filings are complete. Ok …. Ok … at least the first set of non-corrected are posted and snail mail is on the way. Paper mailings are on their way and electronic download via Account View is now available.

Corrected 1099 = No Fast Filing

It’s complicated, and today’s taxes are.. Do not file your taxes too soon as corrected tax statements are the usual with complicated funds and reporting requirements.

Travels…. Presidents Day

My travels continue as I am still out of the office AND Monday is a holiday, with our office “Officially” closed, but always tethered…..

Happy Valentine’s Day !



Have  A Great Day and a Super Weekend!

John Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225

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