Mine all became available today.
Filed and done.

99 problems but taxes ain't one.

I owe, I owe, its off to 4/15 I go..

Still waiting on all my misc. reports. Even though my return isn't as complicated as it once was, I still use a preparer since I can call the CPA half of the team at anytime during the year if I have a tax question.

ETA: Dropped off on Feb 10

This message has been edited. Last edited by: Blackmore,

I won't get my forms from my Broker until the end of February so I've got a ways to go.

Two years ago I filed EARLY, like before Jan 31,only to find out when I logged in later on my tax software. There had been a tax law update. Turned out, I got back like $1,200 more. So there are possible drawbacks filing to early.

Sent mine yesterday as well.

I don't get you guys at all. Do you like to loan the gov't money all year? In Jan you figure out the 90% or whatever is your no penalty witholding status and step up to that level of witholding. Then in April you file. Get to keep and use your money as long as possible. In an inflationary situation that's are return way better than even the best safe investments.

I thought this was for a suppressor. Tax, e-file, feds. It fits.

quote:

Originally posted by hrcjon:
I don't get you guys at all. Do you like to loan the gov't money all year? In Jan you figure out the 90% or whatever is your no penalty witholding status and step up to that level of witholding. Then in April you file. Get to keep and use your money as long as possible. In an inflationary situation that's are return way better than even the best safe investments.

Sound advice and the way I've done it for most of my life.

quote:

Originally posted by 12131:
Another obstacle in the rear view mirror.

Are you not waiting on any brokerage statements or are you relying on your records for your dividends and capital gains?

Schwab has two uploads, Feb 10 and Feb 17 for any lagging reports. I asked how can I tell if I should expect any new statements on Feb 17 and they said they don't know. It depends.

Most expensive obstacle I have gotten out of the way so far is property taxes in central Texas. It keeps going up every single year and I had to pay over $13K this year for my house and land.

I am still waiting for everything to come in to file federal taxes. Gotta love government taxes!

quote:

Originally posted by Rey HRH:
Are you not waiting on any brokerage statements or are you relying on your records for your dividends and capital gains?

Schwab has two uploads, Feb 10 and Feb 17 for any lagging reports. I asked how can I tell if I should expect any new statements on Feb 17 and they said they don't know. It depends.

Fidelity notified me that tax docs were ready on their website.

quote:

Originally posted by StorminNormin:
Most expensive obstacle I have gotten out of the way so far is property taxes in central Texas. It keeps going up every single year and I had to pay over $13K this year for my house and land..

Yup, property taxes in TX is a joke. Have no land to speak of, and I'm paying almost 6k this year. These fuckers continue to appraise your property higher and higher each year.

I'll file sometime in April. My goal is always to break even. If I wanted a pay as you go savings account, I'd start a Christmas Club.

quote:

Originally posted by 12131:
Yup, property taxes in TX is a joke. Have no land to speak of, and I'm paying almost 6k this year. These fuckers continue to appraise your property higher and higher each year.

But no income tax

Government is gonna eat guys. We have a fixed income tax and it actually rolled back this year because of inflation.

Our property taxes can't go up more that the inflation rate or 5% whichever is LESS. it's 5% this year.

Local sales taxes are prohibited. State Sales Tax is 6%

Like I said, government is gonna get their cut, no matter the source

Got mine finished just now, and the federal return was already accepted within a few minutes of efiling, which seems speedier than usual.

Had a tiny federal refund this year, so was able to grab a couple additional $50 paper I-Bonds.

I’ve been using TurboTax for 15+ years now; originally bought the software and then started doing the online version.

I actually switched to H&R Block Online this year, TT was getting annoying with the constant upselling and their prices are higher than H&R Block.

Since we sold our rental property and wife is now FT stay at home mother and not working, our return is actually very simple now and I think my federal e-file with H&R was like $41 total, that would have been something like double that with TT.

For you guys complaining about your property taxes in states that don’t have an income tax, keep in mind that I actually paid more income tax to the state of Pennsylvania than I did to federal for 2022. It sucks, and no refund from PA

quote:

Originally posted by PASig:
our return is actually very simple now and I think my federal e-file with H&R was like $41 total, that would have been something like double that with TT.

I paid $44 for Turbotax Deluxe with federal e-file and one state return included.

That's ~$3 more than you paid for H&R, not double.

And you can get Deluxe with federal e-file but without a state return included for $37, which is ~$4 less than you paid for your H&R federal e-file.

quote:

Originally posted by RogueJSK:

quote:

Originally posted by PASig:
our return is actually very simple now and I think my federal e-file with H&R was like $41 total, that would have been something like double that with TT.

I paid $44 for Turbotax Deluxe with federal e-file and one state return included.

That's ~$3 more than you paid for H&R.

That's what I paid for TurboTax Deluxe and it also came with 1 free State as well as the free e-filing.

My Tax preparation last year was Four Thousand Dollars. It is complicated.

quote:

Originally posted by RogueJSK:

quote:

Originally posted by PASig:
our return is actually very simple now and I think my federal e-file with H&R was like $41 total, that would have been something like double that with TT.

I paid $44 for Turbotax Deluxe with federal e-file and one state return included.

That's ~$3 more than you paid for H&R, not double.

And you can get Deluxe with federal e-file but without a state return included for $36, which is ~$5 less than you paid for your H&R federal e-file.

Well for some reason TT wouldn’t recognize/understand that I went from being a landlord and having wife working PT to a simple return as it kept trying to force me into the package that was much higher than $44

I think I paid $180 last year to e-file Fed/State with TT with the package I was using.