7 Questions to Ask About Your 1099

wealth management

Tax season is right around the corner! We feel that it’s important to get to know the various tax forms, especially 1099 forms because there are 17 types. This Morningstar article addresses some great questions concerning 1099 forms. It will help you understand how your investments are structured, what type of income your investments are producing, and if you are taking advantage of tax­sheltered accounts. These are great questions to ask us and your CPA instead of just filing them away until next year!

Article: http://beta.morningstar.com/articles/790381/7­questions­to­ask­about­your­1099.html