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Post by CoureurDeBois on Jan 29, 2024 16:39:02 GMT -5
I have to wait until the middle of February to receive all the stuff from my investment firm.
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Post by Loggy on Jan 29, 2024 17:13:28 GMT -5
May not be applicable for you but my portfolio investment firms, brokers, LLC & LLP investments have real time user portals whereby you can readily access Form (1065/1120-S)K-1's, various 1099's, Y/E portfolio transactional summaries and a host of other documents needed to file vs waiting on the pony express.
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