While we are not tax advisors, we've put together a list of items to keep in mind as you prepare for your 2021 tax filing deadline.
You may have tax documents to capture from any, or all, of the following:
· Charles Schwab
· Purshe Kaplan Sterling ("PKS") / National Financial Services
· Other custodians and broker/dealers if you held funds elsewhere during the 2021 calendar year
Note: You may receive documents directly from the fund, should you hold third party funds.
Other things you may need to consider are any stimulus payments, and/or child credits received in 2021. For those you'll want to keep an eye out for letters from the IRS.
While not necessarily new, you may want to also consider any cryptocurrency transactions that took place throughout the year.
As always, you'll have our support along the way. Please reach out to a member of our team for guidance. For specific tax conversations we will defer you to engage with your qualified tax professional.