It’s Tax time.

By Katie Smith | February 23, 2016

Chesapeake Financial Advisors & Charles Schwab offer automatic downloads of your tax forms. Schwab changed the 2016 mailing dates for the 1099 Composite and Year-End Summary tax report. This change was implemented due to an increase in the number of mutual funds and ETFs that reclassify their income in late January and early February. The…

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