Thursday, October 10, 2024

Reconsidering Offline

Maybe going offline until I get my taxes done isn't the best idea.  I can only do so much paperwork in a day.  There is value in posting about other things for a change in menbtal focus and some relaxation.  And to discuss progress.

To get my taxes right, I need some documents.  And in spite of being an office worker for 3 decades, I was and am a terrible filer.  I had an 8" tall stack of stuff  (credit card, insurance, and bank statements; vet and Dr visit documents; all kinds of stuff; on the top of my filing cabinet and I expected the documents I needed were in there somewhere.

7 Foolproof Tricks to Tame Your Paperwork

So yesterday, I spent almost 6 hours sorting the stack into subjects, organizing the documents by date, and then filing them.  Binq tried to help, but mostly she kept swishing her tail in my face, scattering the documents, and demanding attention.  Generally keeping to herself, she does have times of wanting considerable attention.  Otherwise, it might have only taken 4 hours.

But it did get completed.

Not to get too detailed, but I have a particular saving account that requires 10% withdrawals each year at my age.  I ignored that requirement at first, but they forced 2 checks on me in 2023 and I am missing one of them, which is where I started having problems understanding the tax forms even with H&R Block software (probably my fault, not theirs).  I mean, they ask the right questions, but you still have to answer them correctly.  

And I only had a document for 1 of the 2.  The information I need is probably also in my bank statements.     I might be able to get the forms from the special savings account website.  But that is the project for later today.

I stopped when it was time to make dinner and time to make sure The Mews were inside and get First Dinner.

So later today, I get back at the taxes.  Hopefully, I will actually find the missing document directly and easily from the account website.  If not, I will have to search my bank account statements to find the specific deposits (hence my sorting and filing efforts of yesterday.

But if I don't post for a couple days, assume I'm having troubles and am distracted...

1 comment:

Marcia said...

I hope all goes smoothly and you can get it done with no more headaches! Best wishes for a successful outcome.

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