Keith Boyer's Blog

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Tax information - paperless reporting

“If you have signed up for paperless reporting, please be sure to print out associated tax documents and put together with your tax information. Schwab sent out an e-mail on or about January 15 that the “realized gain or loss schedule” was available.  I have not seen the tax reporting documents, 1099-DIV, 1099-INT yet.  I would not expect these to be ready until about February 15, 2015.”

IRA Rollover Rule – One Per Year
IRS Individual Tax Examinations - self employed