By January 31st all w-3’s and 1099
More attention to the importance of record keeping:
With investments basic records play an important part in getting your basis for sale. These records will tell whether you have a gain or a loss when you sell. Types of investments include: stocks, bonds, and mutual funds.
What should records show?
Your records should show the purchase price, sales price, and commissions . They may also, show and reinvested dividends, stock splits and dividends, load charges, and original issue discounts firstname.lastname@example.org