JIG is scheduled to meet on Monday night at my place.
I called E*Trade today to find out what specific information needs to be included in the Letter of Instruction when we are ready to transfer the assets and cash to John. The information I received was a bit different than that originally given to Peg and me when we last called in October, 2016. Rather than all partners having to sign the letter, only Peg and I will have to sign it.
I have just downloaded the 2017 tax information from E*Trade and will start working on getting the K-1 forms to you ASAP. I haven’t gotten the hard copy in the mail yet.
See you Monday!
Betsy
