Tax Time Reminders … Friday

It is hard to believe but YES it is already tax time again….. Couple of reminders here

1099’s – think big tax packet that shows all the interest, gains and losses and basis information is generally due February 15, 2023 – This is on a best effort basis and given mail services and reporting by the respective investment companies delivery, can be delayed…

Ahhhh… here is the big date, First Corrected 1099’s are scheduled on March 9, 2023 with the second corrected March 16, 2023….

We would generally ask everyone (you guys know who you are the early filers) to wait until after the Second corrected before filing that return!

Ahhhh,,,today is a Friday and feeling a bit under the weather so will keep this one short! Enjoy your Friday and 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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