2011 Folio Institutional 1099s for Taxable Accounts

2011 Folio Institutional 1099s for Taxable Accounts will be available no later than March 15th. According to Folio new government regulations is being blamed for the delay.

These 1099s are delivered to your online filing cabinet only; they are not mailed to you via regular US Mail.

You can check your Folio Client online filing cabinet periodically to see if the 1099s show up. I have outline the proceedure for checking your filing cabinet below. Click on the screenshots to enlarge them for easier viewing.

Step 1

Step 2

Call me if you have any questions.

Steve