Monday, January 27, 2014

2013 Folio Tax Release Schedule

The Following Folio Institutional 2013 Tax Docs will be available as follows:


Approximate Posting Dates

By January 31st: Form 1099-R (Reports IRA distributions) 

By February 28th: Consolidated Form 1099s for taxable accounts 

I will place these documents in Dropbox folders for you and your tax preparers shortly after they are made available.

Steve

No comments:

Post a Comment