IMPORTANT INFORMATION!

Tax Return and Tax Refund Information

During your plan, you must submit copies of your tax return to the Trustee. Tax returns can be emailed to:

info@carlsonch13mn.com.

Your plan may specify that you are entitled to retain a portion of your tax refunds and that additional amounts must be turned over to the Trustee. These additional amounts must be turned over to the Trustee immediately upon receipt. Submit these funds via cashier’s check or money order only to:

Office of Trustee Kyle L. Carlson
2900 Momentum Place
Chicago, IL 60689-5329

Questions regarding tax returns or tax refunds should be directed to Becky Stout.

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Tax Return and Tax Refund Information

During your plan, you must submit copies of your tax return to the Trustee. Tax returns can be emailed to:

info@carlsonch13mn.com.

Your plan may specify that you are entitled to retain a portion of your tax refunds and that additional amounts must be turned over to the Trustee. These additional amounts must be turned over to the Trustee immediately upon receipt. Submit these funds via cashier’s check or money order only to:

Office of Trustee Kyle L. Carlson
2900 Momentum Place
Chicago, IL 60689-5329

Questions regarding tax returns or tax refunds should be directed to Becky Stout.