The Retirement Detective

1099 Myths Debunked


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You'll get your investment 1099's by January 31st right?  Wrong!  In this episode, we discuss common 1099 myths - debunk them - and walk through the different 1099 forms you can expect to receive this tax season and when you'll receive them.  Lastly, we'll discover why some investors may be forced to extend their tax filing each year! 

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The Retirement DetectiveBy Philip Mock, CFA®, CFP®