Well Almost All 1099’s Posted Last Friday … 1099 R Waiver Last Year Reminder … Presidents Day Holiday Monday … Office Hours …

We were so confident that all 1099 ‘s dropped due to an internal email we received, that we sent our notice here on Monday …. Upon second reading and confirmation, a few stragglers did not post until yesterday the 11th ….

First Corrected ‘s will occur two weeks from the 11th or February 25th !

Just as a quick reminder, 1099 R’s are the form for IRA and other Qualified Distribution tax distribution reporting. Last year due to Covid, RMD’s and other mandatory distributions were NOT required…. so if we did not take an RMD, no reporting is coming our way!

Again, long tax year and many changes …just a confusion related reminder!

Presidents Day

Markets, Banks, Postal Services, most Government offices and our office will be closed on Monday…

Today, with kiddos getting out early, we will exit early for all the streets collective safety…

It’s cold and while many of our Northern friends are picking on us for a mid to low teen temperature reading, we do get the +100 degrees temp in the summer, making for hopeful less teen temps in the Winter…..

And all that know the area, you may not be surprised with the terrible 100 plus car pile up and casualties … Our prayers and best wishes sent!

Have a Great Friday, Stay Warm and Dry if the wish fits, look for some great information next week and …

Happy Presidents Day Weekend !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



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