How to Read Your Form 1099

by | Feb 23, 2023 | Podcasts

Your Form 1099 can tell you a lot about your financial situation… if you know what to look for. In this week’s podcast episode, Tom and Casey walk you through the form and explain why it is an important piece of tax information.

The guys talk about capital gains tax, step-up in cost basis, where to access Form 1099s and much more.

Don’t just pass along this tax form to your accountant, check it out for yourself after listening to this week’s episode!

Show Notes

What You Can Learn From Your Form 1099 – Morningstar

What to Do If You Owe Taxes – Mullooly Asset Show

How to Read Your Form 1099 – Mullooly Asset Podcast