All 2014 Tax Docs have been mailed to you or your tax preparer - You should have them by early next week at the latest.

All 2014 Tax Docs have been mailed to you or your tax preparer.

You should have them by early next week at the latest.








I am traveling in my motorhome in California and Arizona. My motorhome has a complete working office, complete with internet, printers, etc..

This is a working vacation.  I am best reached by email at stephen.gerritz@gerritz.com.

My cell phone number is 541-601-1241. I will check my land-line in Medford for messages every few days.

Don't hesitate to call or email me anytime.

Steve

I am regular mailing Cost Basis (loss/gain) Reports to select Shareholder Services Group clients - If you got it last year, you will get mailed to you this year.

I am regular mailing Cost Basis (loss/gain) Reports to select Shareholder Services Group clients - If
you got it last year, you will get mailed to you this year.

All 2014 Tax Docs have been placed in your Dropbox.

All 2014 Tax Docs have been placed in your Dropbox.

* A reminder - Never delete or move the dropbox folder I give you access to. If you do, dropbox will not work properly and you will not receive the Tax Docs I send every year.

Drop box if free for up to 2 Gig of data. It is encrypted; a very safe method of sending and storing sensitive data.

If you receive an invitation from me to view files on dropbox accept my offer and follow the instuction to install dropbox.

Le's Income Tax clients - All 2014 Tax Docs have been delivered to Virginia

Attn: Le's Income Tax clients - All 2014 Tax Docs have been delivered to Virginia.

You should have already received your Guggenheim 1099r's

You should have already received your Guggenheim 1099r's.

A copy has already been sent to your tax-preparer.

All relavant 1099's from Shareholder Services Group should be mailed out no later that Feb 28th

All relevant 1099's from Shareholder Services Group should be mailed out no later that Feb 28th.

I will mail the 1099's to your tax-preparer as well via Dropbox, email or regular mail.

I will mail out cost basis reports next week.

Steve

2014 Consolidated Forms 1099, 8949, and .txf from Folio will be available no later than Feb 28th

2014 Consolidated Forms 1099, 8949, and .txf and .csv file downloads from Folio will be posted
online no later than February 28, 2015.

I will deliver them to you and your tax-preparer via Dropbox, encrypted email or regular mail shortly thereafter.

Steve