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This week we had two lucky Corrected 1099’s ….of which we have notified you guys already….. We continue to learn the new systems, and it appears that the new way is dribble rather than a fire hydrant all at once on a certain day.
So with regards to corrected 1099’s … on the margin we have had more this year than in prior years! We would ask unless you’re in a hurry or we’ve already contacted you and approved your filing (many already have which is fine) hold off, to file that tax return as these corrected’s are dribbling.
We will give you a heads up near the end of the month after our third Corrected comes through….thanks for your patience on this!
Ahhh….today is a Friday… We are Happy to announce the Newsletter is in Maspeth NY (no idea where this is … same folks for decades!) being printed and will have them out to you ASAP with our video explaining … also with timely last minute 2023 Tax saving reminders- hence the slightly early Quarter completion- especially for all of you Newbies… Welcome aboard. again!
PS: When fishing, we call one catch a success! Guess who’s hand?….hah…low bar we know! Talk Next Week from our Regular Perch!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
