Wednesday, January 8, 2020

1099r and 1099 forms will be available in January and February

1099r and 1099 forms will be available in late January and late February.  I will personally mail Folio forms to you as soon as I receive them. Shareholder Services Group will mail 1099 forms directly to you.

I will be going on a trip to Yuma in February or March. I will send a new blog post when I actually go. Make a note of my cell phone number, (541) 601-1241. I only use this phone when I am traveling.

Stephen L Gerritz