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Update Jan 29

January 29th, 2012 at 02:16 pm

Finished with taxes. Yesterday I organized all of the official documents I need to bring with me. I remember not so long ago I only had a couple of W-2s and a mortgage interest statement. This year I had to organize my forms in plastic sheets.Income in one (W2, 1099s, 1099-INTS), mortgage interest, stock sales. And then I have 2 big things that I am also bringing in accompanying info, 'cause I'm not sure what is wanted.

One is for an investment house I sold this year, we got income for a few months and then the sale and a few costs associated with the sale.

The other is for info about rolling retirement accounts with fidelity into an IRA I'm managing. I had a Defined Contribution Plan, a 403(b) plan, and a 457(b) plan. Some of it was already taxed so I took that out and didn't roll it over (k was out of a job at this point). Fidelity confused me by sending me FOUR 1099-Rs, but they add up to what I rolled over and what I took out. I am also bringing my own printed proof that I rolled money into an IRA, I'm not sure if that's required (or if there is something more official I need).

I am only missing 2 forms, a W-2 from one of my jobs which I am going to get on Wednesday. And a form that I think I misplaced. Its for income for k for cashing out a retirement plan. He only had the job before this job for 8 months. We decided to not roll over the amount and pay tax. From my bank statement I think it was $3517.22. And I think I saw that on an official form recently. I haven't thrown anything out, so if its here, its here.

Happy Dance, Taxes are done. And I have a week before the accountant meeting to think about things.

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