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