Just a quick note in case it is helpful to some … the trustee’s 2021 income tax dox are arriving in the mail just now.

Some have slower U.S. mail than others … so this is just an FYI. These show your distributions and accounting for costs/losses. No tax advice, just a heads up.

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Published by Greg W. Anderson

CEO and founder of Balanced Financial Inc.

2 thoughts on “Tax Disclosures from Trustee”

  1. I received this today as well as in mid-May. I am not sure why I received both. I looked and as far as I can tell, they are the same. Has any one else received both and know if this is any differences? Thanks, Bob

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