In this one-minute moment, Dr. Friday delves into the importance of tracking your 1099-B’s, especially after a fruitful stock year. Whether you’ve sold property or stock, understanding your stock capital gains, dividends, and interest is crucial for tax preparation. If you’re unsure about how to file this information, Dr. Friday offers insights and resources to ensure you’re on the right track.
Transcript
G’day, I’m Dr. Friday, president of Dr. Friday’s tax and financial firm. To get more info go to www.drfriday.com. This is a one-minute moment.
We keep talking about things we need to know when we’re preparing our taxes. Another thing that came through was selling property or selling stock. We’ve had a pretty good stock year so don’t forget and many times those statements from Charles Schwab or any of the other companies come out late in the January early February make sure you have a tracking of your 1099 B’s which would be your stock capital gains dividends interest all of those are going to come in and make a big part of your tax return if you don’t know how to file that information or where to get it you can call our office at 615-367-0819.
You can catch the Dr. Friday call and show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.