EFTA00091674¶
Thanks Lyle and team. Scott¶
On Mar 5, 2019, at 15:09,¶
Adding my team, we will come back to you to help you reconcile.¶
Lyle Casriel¶
Senior Vice President – Investments¶
Private Wealth Advisor | Portfolio Manager¶
UBS Private Wealth Management¶
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| From: | Lindsay J. Annello [mailto:lindsayj.annello@microsoft.com] |
|---|---|
| Sent: | Tuesday, March 05, 2019 1:44 PM |
| To: | Casriel, Lyle |
| Cc: | Scott Borgerson |
| Subject: | [External] Angara Trust / Montpelier Trust 1099s |
Hi Lyle,¶
We are in the process of gathering information for the tax filings for the Angara Trust and the Montpelier Trust. To date, we’ve received 1099s for the following accounts held in the Angara Trust:¶
Were 1099s issued for the following accounts ending and which we had received in prior years?¶
Also, were any 1099s issued for the Montpelier Trust in 2018?¶
Thank you in advance for your assistance with this.¶
Best,¶
Lindsay¶
LINDSAY J. ANNELLO, CPA, MSA Manager¶
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