Getting Ready For Tax Season

Laurie Frederiksen on

Here's a little activity you can do to start to get ready for tax season.

Go to Accounting>Investments

Do you see any:

1. Investments highlighted in red?

2. Tickers in italics where shares for investments it still shows you own?

3. Old dates in the valuation dates column?

If you see any of these things, you have issues to address before you can prepare correct taxes. Send us a note:

if you don't know what to do to fix them.

Laurie Frederiksen
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