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.