Three Tax Tips with Sharon

Market Perspective
Written By Sharon Calhoun

This week we discuss three tax topics with senior wealth advisor Sharon Calhoun. 

  1. 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. (0:25)

  2. What is the 1099 Composite and Year-End Summary Form, and why might you get a corrected one from your investment custodian? (1:44)

  3. How to avoid filing an amended tax return. Just wait. (3:08)

Remember, the tax filing deadline is Monday, April 18th, 2022. Please reach out to your team at Vector with any questions or changes to your financial situation.

V22032863

Sharon Calhoun
Previous

Future Returns Pulled to the Present is Meta
Next

Expectations for the Unexpected