We are in receipt of our Corrected Tax Form (1099) and we are happy to report a total of 1 … yep only a solo….. lucky family and you have already been contacted.
This does not mean we cannot have another as there are four more corrected rounds before completion. BUT, over the last years we have found the first run gives us a good idea of the expected future.
As a point of reference we have had years when the first round was nearing triple digits, just to put the solo reported in context. Stranger things have happened, but we are most likely in the clear!
Have a Great “Corrected Tax Form” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth