After our mid-week reminder post about tax forms and contributions that can help last year (2023) taxes …. a note from the field was a super reminder on where to find electronic tax forms…
Your Electronic Vault will have all Tax forms, both TDA and Schwab as well as monthly statements, and your Account View at Schwab will also have both Tax Statements….
Oh…. Generally, some TDA statements (1099 Misc) are posting, NOT many of the Schwab (1099 Misc) yet! REMINDER AGAIN – Everyone will get a paper Tax Statement!
Ahhhh…today is a Friday and with a 30% hit rate, not sure if Punxsutawney Phil’s not seeing his shadow predicted a shorter Winter this year is good…but we have had a very nice week with Rain but not cold on tap….
Enjoy your weekend – Talk Next Week!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
