Understanding Your Tax Documents: 1099 Distribution FAQs

Understanding Your Tax Documents: 1099 Distribution FAQs

In this insightful video, Chris McAlpin of Sound Financial demystifies the process and timelines for receiving essential tax documents, explicitly focusing on the 1099 forms.

Whether you're awaiting your IRA 1099-R or the 1099-DIV for non-qualified accounts, Chris provides crucial deadlines for 2024 and addresses common queries related to tax document distributions. From explaining why you might not receive a 1099 to detailing the reasons behind the varied arrival times of different tax forms, this video is an essential guide for Sound Financial's clients aiming to streamline their tax preparation process. Chris encourages viewers to reach out via email or phone for further assistance.

 

Mastering Retirement: Crafting a Robust Income Plan with Chris McAlpin

Mastering Retirement: Crafting a Robust Income Plan with Chris McAlpin

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Maximizing Returns: Choosing the Loan for Your Investment Property

Maximizing Returns: Choosing the Loan for Your Investment Property

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A Guide to Navigating the Tide of Rising Interest Rates

A Guide to Navigating the Tide of Rising Interest Rates

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Tax Strategies for High Income Earners: A Guide from Chris McAlpin

Tax Strategies for High Income Earners: A Guide from Chris McAlpin

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Understanding Financial Assets: A Video Chat with Chris McAlpin

Understanding Financial Assets: A Video Chat with Chris McAlpin

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How do you manage Investment Risk?

How do you manage Investment Risk?

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