Re: 2024 tax forms remaining

[Robert <http://dummy.us.eu.org/robert>]

 > From: Noelle <noelle>
 > Date: Mon, 17 Mar 2025 08:24:00 -0700 (PDT)
 >
 > no

Do you know what retirement account this is associated with?  Do you have
any other contact info, such as a telephone number?

 > On Mon, 17 Mar 2025, Robert wrote:
 >  > Do you have a way to log onto your Pershing LLC account to download your
 >  > 1099-INT?
 >  > 
 >  >  > From: http://dummy.us.eu.org/robert (Robert)
 >  >  > Date: Tue, 11 Mar 2025 18:21:58 -0700
 >  >  >
 >  >  > I need to remember to subtract the amount listed as excess contribution 
 >  >  > to HSA for 2024 -- it wasn't.
 >  >  > 
 >  >  >  > From: http://dummy.us.eu.org/robert (Robert)
 >  >  >  > Date: Sun, 09 Mar 2025 13:15:56 -0700
 >  >  >  >
 >  >  >  > We still need your Pershing LLC 1099-INT and 1099-DIV.  (I also need 
 >  >  >  > my Keypoint 1099-INT.)