Tag: Progress Report

  • Tax Season Update

    Tax Season Update

    Today is Sunday February 9th and the Weather seems like Spring Although our tax filings are progressing very well, the hold-up for many is the delay in receiving 1099 forms from their investments. Investment Firm Forms 1099-DIV / 1099-INT Deadline Form 1099-B Deadline (if basis info required) Vanguard January 31, 2025 February 15, 2025 Fidelity…