_three-tax-tips-with-sharon.jpg "Three Tax Tips with Sharon from ira 2021 deadline Video Screenshot Preview")
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⏲ Duration: 2 min 34 sec
✓ Published: 02-Feb-2022
✓ Published: 02-Feb-2022
Description:
This week we discuss three tax topics with senior wealth advisor Sharon Calhoun. nn1. QCD - Qualified Charitable Distributions. If you are over 70 1/2 you can make a QCD from your IRA. If you made a QCD in 2021, double-check your records.n2. What is the 1099 Composite and Year-End Summary Form, and why might you get a corrected one from your investment custodian? n3. How to avoid filing an amended tax return. Wait for it.nnRemember, the tax filing deadline is Monday, April 18th, 2022. Please rea
This week we discuss three tax topics with senior wealth advisor Sharon Calhoun. nn1. QCD - Qualified Charitable Distributions. If you are over 70 1/2 you can make a QCD from your IRA. If you made a QCD in 2021, double-check your records.n2. What is the 1099 Composite and Year-End Summary Form, and why might you get a corrected one from your investment custodian? n3. How to avoid filing an amended tax return. Wait for it.nnRemember, the tax filing deadline is Monday, April 18th, 2022. Please rea
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