Tag Archives: tax prep

January 25, 2025 · 8:39 am

Saturday 1-25-2025

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I hope you’re feeling great this morning. I started to turn over in the bed and then looked at the clock, startled to find it was already time to get up. I’m trying to wake up fully now with my coffee beside me.

NewEgg

My husband finished putting the computer hardware together yesterday and Windows 11 is installed. We’ve run into a snag in that the computer isn’t recognizing it is connected to our Internet. I’m emphasizing that we are NOT in a hurry and for my husband not to feel that he’s in the middle of a “death struggle” trying to get it to work. He reminded me he’s ALWAYS been like that…

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I finished this in my art room last night and will list it on HandmadeHavenbyLinda this morning under “Hand Wood-Burned Gifts.” I also started a raccoon. :0)

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Coach Glitter aka Tiffany Lee Bymaster

The “closet/bureau/guest-room-closet clean-out” project is finished! I ended up filling twelve 13-gallon bags full of clothes and shoes that we’ll donate to the Veterans Thrift Shop Monday morning. I feel good that (1) I will pass on a lot of things someone else might be able to wear and enjoy, (2) that I found so many things that are now too large for me to wear! :0), and (3) that, although I really hate to try on clothes, particularly when they turn out to be STILL too small (these were limited to the next size down in jeans), I got the project done, doing a session each day, not giving up until I finished – a character-building exercise for sure.

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I hate this time of year because I’m the one who gets us ready to take our tax stuff to our CPA for processing. I used to really stress out. Now it’s just a big annoyance. I converted to spreadsheets that I keep on my computer. I make myself process our tax stuff at the end of each month now, so that I can finish up the spreadsheets quickly at the end of the year and gather the supporting documents.

Our CPA sends us an organizing booklet each January. I groan when I see it, because it still means a lot of hassle required. I’ll get started on the booklet today. Sigh. :0/

I hope you don’t have to go to work today and that you make this an enjoyable day, with at least a smile or two.

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February 3, 2024 · 9:53 am

Saturday 2-3-2024

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Tomorrow will mark Week 2 since my husband fell and broke his collarbone. He is doing so much better. He is getting up and down by himself. He is dressing himself. I have to fight with him to stop him from trying to ‘help’ me in the kitchen. :0) We are both encouraged.

Next week we are each scheduled for much-needed haircuts, so we’ll LOOK a bit better, too!

Even the rain today can’t dampen my mood.

I’m patting myself on the head a bit because I worked on tax prep yesterday, getting a lot of it done. I’ll try to finish today, except for one online thing I can’t print until 2/16, but then I can take everything to Fort Smith and dump it on our wonderful CPA.

Also on the list for today is opening my online spreadsheets for tax deductions for 2024 and entering the information for January. Since I created these spreadsheets and started making a point of entering the data monthly, tax prep isn’t NEAR the headache it used to be.

If I can get this done, the rest of my day will be slothful – one of my favorite things. :0)

Happy Saturday.

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February 18, 2022 · 9:30 am

2 of 3

The Economic Times

I was able to get and print 2 of the 3 things I need from our investment accounts this morning. As soon as I can get the third, we can bag up or tax stuff and take it to our CPA. I always feel so much better when my part of this is done for another year.

I have all appendages crossed that our weather cooperates with me so I can get my massage next week. We’re supposed to get rain Monday and Tuesday, with a possible ‘wintry mix’ Wednesday, just in time for my massage on Thursday. My body would really be grateful if we can keep that appointment.

I’m doing better with my yoga, though. I’m starting to loosen up again, although it will be awhile before I get back to where I was. Why do I have to prove to myself over and over again that this old woman really NEEDS these stretches? I could win a prize for ‘hardest head’ I think. I’m also doing better at keeping my mouth shut this week. I’ve lost 2.5 lbs and hope to continue this, earning gold stars on my calendar. :0)

We’ll leave for Lunch Bunch in about an hour. It was SOOOO good to finally have most of us there last week. I just got a text saying two of us won’t be there. :0( Hopefully, Kay will be there.

I hope you have a wonderful Friday.

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January 25, 2021 · 10:08 am

Pat, Pat, Pat

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Yesterday I truly earned a pat on the head.

THING ONE: I FINISHED my part of our 2020 tax prep. It is in an envelope waiting for some investment statements to be available online and printed, then it will be taken and dumped, with relief, on our CPA for processing.

As a part of this, I started spreadsheets for 2021, made some improvements to my filing system, and threw some stuff away. I also discovered that there was, indeed, a DESK in my office, under the huge pile of STUFF.

Note: The big white envelope on the right side of the desk is the tax stuff that is almost ready to go!

THING TWO: I finally went through the big laundry basket I use to haul things back and forth to the booth my friend Carla and I share at Rags & Roses Collective in Greenwood. It was an absolute mess, full of packing materials, display supplies I can never quite put my hands on when I’m trying to put new things in the booth, products I had brought home, products that needed to be put in the booth when there is room, etc.

The thing remaining is the counter area where my computer is. I’ll clean that up today and then celebrate by giving myself some time to play in my art room this afternoon.

Every once in a while, I do something GOOD! :0)

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January 24, 2021 · 11:27 am

I DID IT!

I just finished my part of the tax prep for the year. I feel SMUG, TRIUMPHANT, and RELIEVED.

I feel SMUG because I jumped right in on it this year, rather than doing my normal procrastinating until it was a really stressful, have-to thing. I have been inputting monthly information on the spreadsheets I created for each tax category so that when all the information is there, I just total it and print it. This has been the best year ever for staying on top of things. I have opened the spreadsheets now for 2021.

Depositphotos

I feel TRIUMPHANT because I figured out some things on my filing system for receipts that will save me a LOT of time and effort next year.

I feel RELIEVED because it is done ahead of time – for once. I will print investment statements when they are available and then we can take it all to our wonderful CPA to perform his magic and make sure all is good.

HOORAAAAAAAAAAAAY!

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February 14, 2020 · 2:16 pm

I Found My Desk!

I told you that I FINALLY made myself quit procrastinating and got the tax prep for 2019 mostly done. I then went through the file cabinet drawers for our stock records and found something ELSE that should have been a long time ago – updating our stuff and making sure that our records agreed with our broker’s. As I was working on those things, plus getting things ready to put in the local shop for St. Patrick’s Day, I ended up ‘losing’ my desk.

I love this desk. It’s impractical, but I love it. It has a top that rolls down so you can’t see the top at all. (I had so much STUFF on it – that was impossible) :0)

It also has a bunch of little drawers, nooks & crannies, slide-out trays, etc. It even has a KEY to lock it, though I never use it.

Today was the day I was going to do two things:

THING ONE:  Go onto our broker’s website and see if I could download and print what we needed to finish our taxes.

THING TWO:  FIND my desk again.

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My desk is FOUND again!  As usual, I threw away a bunch of stuff, put things back where they belonged, found new places for some of the stuff…

I was able to download and print our tax stuff, so I’m in the process of going through the packet one more time, making sure I have everything included – with the backup receipts needed, and then we will drive to Fort Smith Monday and leave it with our wonderful CPA who makes sense of all of it and hopefully tells us we don’t owe anything.

As soon as I finish going through the tax stuff, I’m planning to dive into the book I’ve been reading and enjoy!

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February 9, 2020 · 3:59 pm

Victory!

Fifth Estate

I have worked all day, but I have finally done the majority of the work needed on our tax prep. The spreadsheets I made helped a LOT. They are all totaled and printed now, and I have the supporting documents in ordered piles now. I just finished saving the spreadsheets for 2020.

I’m doing a small victory dance now – since all is ready – as soon as we get a few more documents – to bag it up and take it to our CPA. HOOOORAAAAAY!

Soon I will start entering the data for January 2020 on the new spreadsheets. I’ve also figured out some time-saving things I can do to make getting the supporting documents in order more quickly next time.

I figure I’ll have this down to a science by the time I’m about 106….

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January 24, 2019 · 12:52 pm

Massage, Fish, and Tax Prep, Oh My!

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My day started super-nicely with a massage by my massage therapist, Lynn Moody. She’s absolutely the best. She tackles an old lady with lots of aches and creaky bones and I emerge smiling and relaxed. I just wish I could afford to have massages more often!

My Aquarium Club

My poor fish are swimming around in cloudy water, so on my list, as soon as I finish this post, is to go vacuum out their tank, change the decor, and get them back into a clean, fresh tank.

Get It Back Campaign

Most of the rest of the day will be spent continuing our tax preparation. I’m making good progress. Today is medical stuff and extraneous things, and then I’ll be on the finish line, adding my information to the booklet our CPA provides. I’m hoping I’ll be finished with everything, waiting on our info from Schwab, by the end of the week.

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February 4, 2017 · 5:56 pm

Hooraaaaaaay!

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Hooraaaaaaay!  I just finished my tax prep for 2016. All we need to do now is wait for our investment statement.

Every year I’m getting a bit better. I used to get completely stressed out, buried in paperwork, having trouble finding things, etc.

Now I have some folders right beside my computer where I keep most of the receipts I need. I also have a folder on my computer so I can keep track of online donations.

Our wonderful CPA sends us a workbook each year, showing what was listed for last year. By the time I’ve worked through that, all the receipts are gathered, totaled, and put into the envelope of ‘stuff’ to go.

I still procrastinate – still hate doing bookkeeping and tax prep – but I’m finally acting a LITTLE bit more like an adult about it now…

A huge weight has been lifted!!!!!!!

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February 4, 2017 · 12:15 pm

“If Wishes were Fishes…”

artandcreativity.blogspot.com

artandcreativity.blogspot.com

The nice picture above is what I would LOVE to be doing today. I’ve only been able to make time ONCE to work on my Gingerbread Cookie themed wooden Christmas ornaments lately. Hopefully, that will change soon.

No rest for the wicked, though, so I’m stuck trying to get tax stuff together. I’m hoping to make really good progress on it today so that we can bag it up and dump it on our CPA soon.

It’s cold (37 degrees F.) gray and windy today, so I got a beef stew going in the slow cooker this morning. I’m also trying to get some spinach seeds going in an indoor planting system today. (I can’t easily find spinach plants in Greenwood or Fort Smith, so I’m again trying to get some started for the spring.) My sister-in-law correctly dubbed me the “Serial Seed Killer” several years ago, since I’ve tried and failed so many, many times. Hope springs eternal (to coin a phrase), though, so I’m trying again. Maybe I’ll be successful THIS time.  Fingers crossed.

Yesterday we got a new Internet service. The company is called, WOW.  Since we live on top of a ridge line on 8+ acres in the sticks outside Greenwood city limits, we feel lucky if we can get ANY Internet service. Things have improved over the years, though. We were on a satellite Internet system, which includes a latency factor. That means that you click on something, and there’s a discernible wait time. We also were using the best service possible in terms of how much data we could use per month. Most of the time, we had enough, but when we were trying to download a bunch of stuff (sometimes over and over to get something to work) or our son was visiting, we would run over out limit fast. Then we would have to send another $10, over and over again, until we got to the reset time of the month.

The WOW service includes NO contract and has NO cap on the amount of data. Hooray!  It’s a radio frequency based system. We have good line-of-sight to the cell tower on one of the ridge lines behind the house, across the valley. So far, the only difference I’ve noticed is that it’s FASTER when I’m changing from one website to another (no latency!). I’m a happy camper today.  We MIGHT even be able to watch a short video without the constant whirring symbol in the middle of the picture!

Must get back to tax prep now, but I hope you’re enjoying your weekend.

 

 

 

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