This Quarter’s Topics 

• RMD
  

   

• Emailing Documents

   

• Expedited Mail
  
  
  
• 2025 TDQ

   

Required Minimum Distribution (RMD)

It is a good idea to make sure you have your RMD scheduled before December.  Many taxpayers that schedule their RMD in December find that their investment company began the process in December with payment actually going out in January.  Most of these companies will not help with any penalty because of their delay. 

Emailing Documents

We do not have the resources to receive your tax package via email each year.  At this time, we provide a mail in service only.  If you find it necessary to send us documents that are not a part of the yearly tax return preparation service, you can either mail or email those documents.  If you wish to email documents containing any sensitive information, please email us first and ask for a “secure link” so that your documents can be uploaded to us securely.   Our email address is stewardship@ssfoundation.net 

2025 TDQ (Tax Data Questionnaire)

We are no longer mailing the booklet and questionnaire each year.  These are now available online and are ready sometime late January each year.  See our website for more information:  http://ssfoundation.net/pastors/the-booklet/

Expedited Mail

For those of you who are interested in having your completed tax return mailed to you via expedited mail, we request that you send us a self-addressed postage paid priority envelope.  If you wish, you can send us the priority mail postage paid label with your address as “ship to” instead of the entire envelope.  Sending just the label can reduce the size and expense of mailing your documents to us.

Sincerely in Christ,

James W. Rickard

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