Your Investment Tax Forms: What to Expect and When They’ll Be Ready - FFC 277 скачать в хорошем качестве

Your Investment Tax Forms: What to Expect and When They’ll Be Ready - FFC 277

In this week's Friday fireside chat, Stephen Crawford addresses common questions about tax documents for investment accounts. He covers the different types of tax forms you may receive, such as Form 1099, Form 1099-R, and Form 5498, and explains their purposes. Stephen also discusses the timing of when these forms are typically available and provides advice on managing qualified charitable distributions. Tune in to get a clear understanding of what to expect this tax season. 00:00 Introduction to Tax Season Queries 00:23 Overview of Common Tax Forms 01:05 Details on Qualified Charitable Distributions (QCDs) 01:42 Timing and Availability of Tax Forms 02:21 Final Tips and Conclusion