I think I have my IRA stuff as organized as I need for taxes, so I'm going to move on. I still need to list the stocks I sold in non-IRA accounts that I need to account for taxes.
And I should continue on the accountant form to see what else I need to do. Week and a half till the appointment...
I need to print out 1099s today.
And I can work a bit more on organizing and start to track down the official statements I don't have yet. I got one of my W-2s. I have a plan to spend time next Wednesday when I'm on campus to track down my other W2, either try to get into the system or figure out where the paper copy went.
If I can get that done today that will be good progress, and perhaps I will be inspired to do something else. Plugging away at this a little bit a day has really been helpful, its made the task not so overwhelming and easier to stay focused and amused. Its how I organized the house, an hour or two a day.
I will be happy when taxes are over. Noon at Feb 4th. My meeting is at 10. I bring Ks stuff too. Since he wasn't working 1/2 the year I'm just claiming everything and he'll do a EZ or whatever the simple returns are. I know I could do it, but I like the accountant to do it for continuation, and I"ll need her help next year if we do split things. (cross fingers he keeps his job...). I used to do my taxes myself, even with the business (sole proprietor so it goes on my form). But when k and I got together and I had to start dealing with stock options and such, I went to an accountant. Saved me a few thousand that year on deductions I didn't know about, so I haven't done my own taxes since. I've had a few naive people tell me it must be nice to not have to do anything for taxes since I have an accountant do it all. I then baffle them by saying I tend to take 10-20 hours to prepare.
Update Jan 27
January 27th, 2012 at 05:32 pm
January 27th, 2012 at 08:08 pm 1327694916
January 28th, 2012 at 09:01 pm 1327784484
Jerry