Have You Started Your Taxes Yet?

Marie5656 said:
I have all the papers together. I did learn that this year will be different, as I have to file a final tax return for Rick...not sure what that means, but I am sure my guy will know.
This will be the last year I will use my tax guy of the last several years, as he and his wife have moved to another state, and they are keeping their NY State Clients as a courtesy. But I will have to email him all my documents.
I have been told that from here on in, I can probably do mine myself as I need to just fill in the forms stating I had zero extra income over my Social Security.
Yeah..right. I will go, next year at least, to have someone help me. Thing is, me and "simple taxes" do not agree. I do not want to make mistakes
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Marie, for next year, keep in mind that IRS has an online calculator to decide whether or not you even need to file a tax return. If your income is only Social Security, you probably won't even have to file a return. Check it out. You just enter your numbers and it gives you an answer.
 

Butterfly said:
Marie, for next year, keep in mind that IRS has an online calculator to decide whether or not you even need to file a tax return. If your income is only Social Security, you probably won't even have to file a return. Check it out. You just enter your numbers and it gives you an answer.
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I found out from accountant that I am set to no longer file.
 
Marie5656 said:
I found out from accountant that I am set to no longer file.
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I don't know how it works in your state if you're a homeowner and pay property taxes. I would have had to file federal taxes anyway but due to my pension and social security exclusion for N.J., I have zero income. Still I got a $50 property tax rebate for my portion of our co-op's property taxes. However I had to pay $21 to e-file the state tax form.
 

OneEyedDiva said:
I don't know how it works in your state if you're a homeowner and pay property taxes. I would have had to file federal taxes anyway but due to my pension and social security exclusion for N.J., I have zero income. Still I got a $50 property tax rebate for my portion of our co-op's property taxes. However I had to pay $21 to e-file the state tax form.
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Well...yes and no. I own a mobile home, and live in a park. I do not own the property, thus, no taxes.
 
I had an appointment with the free tax assist program from Life Line in my county. They cancelled it due to the coronavirus outbreak. They have done my taxes for the past 6 years, so I am a bit intimidated about doing it myself. What I am planning to do (when I stop procrastinating) is to file directly with IRS online. Has anyone tried this?
 
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