Thursday, February 28, 2019

2018 Folio 1099s and Form 8949 will be mailed out today 02/28/2019

2018 Folio 1099s and Form 8949 will be mailed on 02/28/2019.

If your tax preparer is Steve Constans, I will be mailing your forms directly to him.

Stephen L Gerritz, CFP

Wednesday, January 30, 2019

2018 Folio Institutional 1099Rs mailed out today

Your 2018 Folio Institutional 1099Rs were mailed out today.

For those clients that have both a Folio 1099r (IRAs) and a Folio taxable account, all 1099s will be mailed out in the second half of February.

Steve