Tax Forms Update
Ya ya… lot’s about Tax “Stuff” this time of the year year, but tis the season…. So some good news here!
This week all forms dropped for everyone… a lot had already been completed, but there were still a fair amount that had not been completed…..
If you have not received your form and need it, let us know as we have quick electronic access and can email it to you…. Most importantly, now the Corrected clock starts ticking… We will be in touch!
Personal Longevity Experience
Early this week while entering my building a nice elderly couple, led by the husband with a stroller mentioned they were moving slowly …. as I held the door with absolute pleasure to do so, I said not to worry, my father is happily 95 years old …. and we all move a bit slower as we luckily make those notches in our belts…
Surprisingly, the nice lady just behind the couple bellows… “My mom just turned 100 ..So I am in no hurry, just take your time!”
Still holding the door … the gentleman behind her yells “My dad is 87, you take your time sir … and enjoy the day and no problem!”
Couple of things to take from this experience….
- What a great way to start the day …
- Many are living longer …
- Break the silence when you can … I think all parties involved also had a super start to their day!
Punxsutawney Phil Backyard Tree Update
Can you tell we are ready for spring to arrive? HA
Break In: Wow did we have a bad storm come through last night… 90 mph winds in some places … hope all close are ok!
By the way, Spring Break is two weeks out AND the time changes next week… a favorite day!
So how is our Punxsutawney Phil Tree doing? This picture is literally hours hold from the time you received the update…..
Notice the change? Here we go… with two weeks away, the next update should be interesting!
Have a Great Friday and a super weekend, next week is a one day early shortened “Work” week due to kids free day due to weather day make up Friday and the following is a tethered technology Spring Break week…but that is two weeks away.. enjoy your weekend and 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.
$treet-¢ents 
Slow to Arrive Tax Forms, Little to No Corrected … Snap Back Reminder … Spring Break Next Week, Early Start … Friday
Tax forms Update!
Not sure if it is the mail or the processing but for some reason our tax forms have been very spotty in receiving. Using myself as an example yesterday I received another one and several of the forms have been received multiple weeks ago.
If you are missing a form please let us know as we have immediate access electronically and will be glad to email you a form as we don’t want to let the mail stop your tax processing.
On another note … so far we’ve only had one corrected 1099 and that lucky person knows who she is so we are likely good to go and begin processing your taxes!
Snapback Reminder
Not trying to beat us down on this, but once again we had a vicious Snapback mid-week for no apparent reason. While no one is exactly sure why these occur when we’re in a slow down., They do occur, and continue to occur. Just putting a bug in our collective ears to remind all as we go through this slow down Snapbacks are likely to continue to occur. Here is the recent post about the subject matter … below is the chart
Spring Break on the Horizon
With three official school ice closings so far this year, it’s puzzling that today an official ice make up day was not utilized. Seems like when yours truly was in the same situation we ALWAYS made them up. Oh well, for the safety of all those on the streets we will be loosely tethered and out of the office with next week being our collective spring breaks. Tethered with electronics of course as we get ready for the homestretch of tax season
Ahhhhh . but today is a Friday with the office electronically being monitored for the safety of all. Hope you have a great Friday and a super weekend and for the record spring break doesn’t feel too spring Breaky with it being expected to get down to 25° here in the south tonight!
Talk next week from afar thanks for your time!
John A. Kvale CFA, CFP
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Posted in Investing/Financial Planning, Market Comments, Tax Related
Tagged 1099, Snap Back, Spring Break, Tax Forms