maju: Clean my kitchen (Default)
[personal profile] maju
It was -9°C/15°F this morning, a bit of a shock to the system after the milder temperatures over the weekend. I'm so glad I have my rebounder. It's really had a lot of use this winter.

I forgot to mention that my tax preparer finished my tax return last week but we're holding off on filing it until the end of March, in case my Social Security 1099 turns up by then. This is the earliest I can ever remember it being done, because when S was in charge it was always done at the very last minute because she had such a huge mental block about the whole thing. Mind you, there was one source of income she had (from a family trust) which never sent the required tax statement until sometime in March I think, so that didn't help. I will have to pay about $12000 (including both Federal and two states) because I don't have any tax withheld from either SS or investments (apart from a couple of small amounts of state tax) but that's less than I was expecting.

Date: 2026-03-02 05:41 pm (UTC)
vysila: color wheel (Default)
From: [personal profile] vysila
Hooray for getting the taxes done! At least that is one burden off you now, even if you hold and don't file quite yet. Knowing the amount you owe is a big help (ouch!), gives you a little breathing room to arrange finances (and get your IRS account set up in advance too). Did your tax preparer tell you about having to set up an IRS account to do so or did they offer a different option? I'm so flummoxed that there was no big announcement about this!

I am stunned that your SSA 1099 is still missing. I know you have to dig a bit to find the online one but with all the changes to the department I suppose a lot of things have been confused and not done. I sure hope it shows up soon.

Date: 2026-03-02 07:17 pm (UTC)
wpadmirer: (Default)
From: [personal profile] wpadmirer
I'm glad that you are able to get your taxes done and pay someone else to do thme. I did mine over the weekend and found out that I was going to have to pay a little over $1,000 - which is a lot for me. So I'm having my deduction from my half-time job increased to try to prevent this next year. It's not like I'm floating in money.

Turns out that my part-time job has been taking out the bare minimum - which screws me over when my social security is added to it.

It used to be that you just put in your W-4 for yourself as an individual, and they took out what was considered the average for one person. They don't do that anymore. You have to put an amount in. I wish they'd mentioned that when it changed last year.

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maju

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