Episode #233: Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?

We’re trying a new format on the show!  Starting this week each episode of Grow Money Business will include a few consistent sections.  We’ll answer mailbag questions.  We’ll interview guests.  We’ll spend a couple minutes reviewing the markets.  And we’ll review news articles you should be paying attention to.  Enjoy! 

Show Notes

[05.09] Inflation and economic contraction in Europe.

[09.25] Article of the week - Fidelity Adds Surcharge to ETF Platform.

[19.37] Mailbag - This week’s mailbag question is about the 1099 amendments.

[25.22] Grant explains why brokerage firms have to send different kinds of 1099s.

[32.33] The remedy - How can you avoid receiving amended 1099s?

Resources

etf.com/sections/news/fidelity-adds-surcharge-etf-platform

wsj.com/personal-finance/retirement/inherited-retirement-account-ira-irs-c3c95273?mod=personal-finance_lead_story