I try to keep it real here on the blog...This was our sweet Sloane about a week ago. She's better now as you witness in the next photo. This year has been a tough one for her. Allergies...flu...ears...our poor sweetheart has had enough! Please keep her in your prayers.
Larry & Donna____ Personal Tax List 2023
605 xxxxxx Street
Xxxxxx, Texas
Her cell#
His cell#
1. Property Tax Receipt:
2. CPA 2022 Receipt:
3. Larry SSA – 1099 Benefit Statement:
4. Donna SSA- 1099 Benefit Statement:
5. All Banks Savings Interest -(I list them all)
9. Larrys VA -PO Health Coverage Letter -
10. Scott & White Senior Care /Proof of Coverage - Larry
11. Scott & White Senior Care /Proof of Coverage - Donna
12. Anything else that needs to go to CPA
When you're retired, there's not too many things you need to declare. Most years we owe $0. This is just the cover letter I include. Our CPA likes it...saves him time and me...added expense and wasted time.
I take care of everything that comes in the day it comes in! Make copies, go into computer and add the item, save it. I use the free software called, Libre Office 7.6... (you can download it from the internet) I don't procrastinate! I usually have everything that comes in by mid-March. So... I open my computer and print the list and a copy...open the CPA file...grab the Cover List copy...add the files I made copies of then, stuff it all into a large white envelope. I add our address to the front, the CPA's address...what's inside...Personal Tax List 2023...then drop it off personally at their office. It's usually back within days. I file away all the originals and cover list in my file cabinet. You never know if the CPA could misplace the files I gave him! It happened to a friend of ours...she had no backup copy! She had given her taxman all the originals! It was miserable for her to have to find everything she needed, all over again!
I don't know how you do it, but we've always used a CPA. The same one that does our company taxes. I don't do them myself...nor do I allow a family member to do them! Years ago, Larry told me to let SIL do them...we ended up paying IN over $300 dollars to the IRS...I vowed, Never Again! Larry never interfered again, in my book work...good boy.
Well okay then! Lolol...you probably aren't interested in how I get my IRS packet ready for the CPA...but you got it, anyway! Lolol