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Our large new followers may note we communicate heavy on items like this … Important Tax updates, Holidays of Government, Office Hours and the like … also, sorry about the Heavy Monday Post … the weekends garner extra time and as such, Monday posts are frequently the most lengthy, serious, and detailed, with Friday’s being the most light hearted – This is a working diary/communication/transcript tool for us as you will see, we frequently look back on the time stamps for clarity of what people may be saying or have changed or maybe even fibbed … Ok, back to our regular scheduled post…
We know those of you have already filed…. we did “OK” some that were early to the race and thankfully – SO FAR … none of you guys have had a corrected… BUT … those as those lucky mid single digit receivers know this week (that we have already notified), THEY ARE STILL DRIBBLING OUT!
Corrected 1099’s Continue to come – Lets wait if Possible
This is what it looks like when a bundle of Corrected forms comes to us! EEKKKK
Thankfully, these are usually NOT a huge deal, and many times not worth completing a 1040X (Corrected Tax Return) but if we have not already filed, we want to continue to wait.
Almost opened the gates early in the week with several, but just to be safe suggested, hold off….. Rather be lucky than good… This bundle arrived late night Monday/Tuesday-morning….
Will give the Green Light soon, but as more dribble … the official “Green Light” day gets pushed out a bit farther for our collective hassle !
Holiday Friday – Late Notice – Fast Moving Month
Banks, Capital Markets, Government offices and our office will be closed Friday- I will be tethered for those that want to work on the afore mentioned taxes over the long weekend, so just email and I can grab anything you may need! Late notice as this one came fast!
Have a Great “Lucky better than Good, Holiday Week” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
