“The documents need to be reviewed to determine if they will change the tax calculations,” said Rob Burnette, CEO at Outlook Financial Center in Troy, Ohio.
“You might want to wait for those 1099-Bs because they can have a significant impact on your tax return,” said Rob Burnette, chief executive and investment advisor representative at Outlook Financial Center.
Filing your return and paying the IRS any money owed are two separate events, said Rob Burnette, CEO and financial advisor at Outlook Financial Center in Troy, Ohio, and a registered tax preparer with the IRS.
