Folio Institutional Cost Basis Reports and 1099s will be posted in your online account filing cabinette on Feb. 28, 2011. These important tax forms are not physically mailed to you. You will have to log into your account to get your tax docs. Just click on the tax year 2010 in the tax document section to access the forms and docs you want to view. Then, either print them out or email them to your tax preparer.
I will post instructions on accessing your Folio filing cabinette and printing your important tax docs in about one week. Call or email me if you have any questions.
Steve
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