February is knocking on our door, which means it’s probably time to start thinking about and planning for tax time. If you have investments, there are a number of tax documents you will receive from your custodian, and sometimes they can be confusing, or even scary. In this episode of the Whiteboard Series, I cover the most common tax forms individuals will receive and give a quick explanation of each. I’ve included a list of the documents below to make it easier to take notes.
Most common tax forms:
- 1099s (B, DIV, INT, R)
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.