Monday, February 27, 2023

Folio (Goldman Sachs) 1099s, 1099r, and form 8949 will be available about the middle of March


Due to mid-year brokerage firm transfers, you be will getting 2022  tax forms from both Shareholders Service Group and Folio (Goldman Sachs).

Folio (Goldman Sachs) 1099s, 1099r, and form 8949 will be available about the middle of March.

Don't hesitate to call me at 541-608-9958 any time, for any reason (this is a direct line to me).