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5%? I think I would have hit 3% if I was lucky if I sent out something like that. Congratulations on achieving that overwhelming response 😜
As a side note, we have a client that has a few bucks invested with a local branch of a national investment company. Every year it is a challenge to have them bring in their 1099 for their investments. It's the old deer in the headlights look every year. The other day the client met with their investment person and he asked where their 401k contributions were being reported on their return. We kinda have to know that you have a 401K plan and that you are contributing to the plan before they show up on the return. Just did 3 years of amended returns for the 401K contributions😳
edit - oops I meant SEP plan
Slava Ukraini!