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.

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