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Old 02-23-2019, 10:41 PM
 
Location: Middle of the Pacific Ocean
11,683 posts, read 6,286,279 times
Reputation: 11527

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I filed today. Got a smaller refund, but that's only because I earn more money than last year (in a higher tax bracket) and have fewer expenses that I can deduct to decrease my ultimate taxable income. All in all, the tax law leaves me better off than the previous law would have, so thank you President Trump!
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Old 02-24-2019, 03:01 PM
 
808 posts, read 191,992 times
Reputation: 578
i usually do the 1040EZ and 540EZ, so the new 1040 should be an interesting change. from what i understand, if i have a 1099-R (survivor death benefit lump sum check), it will be part of the filing process with the 1040 2018 form. got all my W-2's except for one, but at least it's on its way. taking my time to learn about the new process, since i'm typically low-income.
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Old 02-25-2019, 08:47 AM
 
Location: Chicago area
8,798 posts, read 13,288,378 times
Reputation: 15954
Still waiting for the 1099's from my deceased mom's broker...
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Old 02-25-2019, 11:14 AM
 
Location: Chicago area
8,798 posts, read 13,288,378 times
Reputation: 15954
Just got it I had to create an online access and it was there. Should be fun. I hope Taxact can import the data I have like 20 sales.
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Old 02-26-2019, 12:19 PM
 
Location: Portland, Oregon (in Transition)
887 posts, read 440,935 times
Reputation: 1464
In the end, I was able to e-file Fed and WI, but MN would not e-file for any reason. I mailed off MN today. I had an issue with H&R Block calculating QBD wrong (they omitted SE Taxes from the calculation) causes e-filing to be rejected. Fed and WI were eventually able to e-file, but MN would not e-file for any reason.

Needless to say, I am about done with ever using H&R Block again.
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Old 02-26-2019, 07:11 PM
 
Location: Censorshipville...
2,711 posts, read 6,264,230 times
Reputation: 1579
I have officially filed my taxes.

$382 Federal Return
($378) Virginia Taxes owed

To get that I had to contribute an additional $260 to my wife's IRA. In October VA is supposed to send us back $220. So all in all, I'm at -$36 3
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Old 02-27-2019, 05:26 AM
 
Location: Censorshipville...
2,711 posts, read 6,264,230 times
Reputation: 1579
Quote:
Originally Posted by oneasterisk View Post
I have officially filed my taxes.

$382 Federal Return
($378) Virginia Taxes owed

To get that I had to contribute an additional $260 to my wife's IRA. In October VA is supposed to send us back $220. So all in all, I'm at -$36 3
Both state and federal were accepted by 12am this morning. They must be caught up with the backlog as it took maybe 3.5 hours for both to get done! Federal was accepted about 45 minutes after I submitted btw. Not sure when the Federal return will show up, but that will just sit in checking till VA state gets paid on the day before it's due.
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Old 02-27-2019, 01:41 PM
 
6,573 posts, read 1,352,342 times
Reputation: 16640
I used to do them every year until I had to cope with my grandmother's estate after she died, and then it was just easier to let an accountant do them. But then our accountant retired in 2017, and the person she recommended was neither friendly nor "accessible", so this year I am taking a chance by doing our taxes myself, which makes me a little nervous. I would say my comfort level is about 75%.

However, we only have bank interest, wages, social security, and my small pension, so I figure that if I make a mistake, the IRS will let us know.

I still wish that the IRS would either just send us a bill or a check, with the opportunity to dispute it if someone thinks an error has been made!
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Old 02-27-2019, 01:42 PM
 
4,869 posts, read 1,222,844 times
Reputation: 3738
Quote:
Originally Posted by katharsis View Post
I used to do them every year until I had to cope with my grandmother's estate after she died, and then it was just easier to let an accountant do them. But then our accountant retired in 2017, and the person she recommended was neither friendly nor "accessible", so this year I am taking a chance by doing our taxes myself, which makes me a little nervous. I would say my comfort level is about 75%.

However, we only have bank interest, wages, social security, and my small pension, so I figure that if I make a mistake, the IRS will let us know.

I still wish that the IRS would either just send us a bill or a check, with the opportunity to dispute it if someone thinks an error has been made!
I think you will be ok. The only thing in there that might be challenging is the pension thing. But I bet it will be easy if you use something like TurboTax.
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Old 02-27-2019, 05:20 PM
 
2,093 posts, read 712,911 times
Reputation: 5357
Quote:
Originally Posted by Grlzrl View Post
I think you will be ok. The only thing in there that might be challenging is the pension thing. But I bet it will be easy if you use something like TurboTax.
Absolutely- I use TurboTax and it's easy to input the info from the 1099-R forms you get from the pension fund.
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