Tax Forms (1099) In the Mail … Finally … Don’t FILE yet though

The afore-mentioned 1099’s are complete and on their way to your mailbox. You will receive a paper copy of your 1099 even if you have electronic statement delivery.

Your Realized Gains and Losses report has either been mailed or is in your personal Vault if you have one. In many instances, there may be no Realized Gains and Loss reports.Uncle Sam $

Your tax professional will need both of these reports if applicable.

We recommend you hold on actual filing until later in the season, as corrected tax information is becoming more the norm!

Have a Great Day!

John A. Kvale CFA, CFP

PS Anyone besides me, NOT LIKE how the politicians grandstand Janet Yellen?

PSS  Dallas Today – Wow – 2-25-14 Dallas Snow
8222 Douglas Ave # 590
Dallas, TX 752225


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