P%2FTax 2022

Error converting content: marked is not a function

icon:: 💸

type:: project
status:: archive
sort-key:: 2023.04
start:: Feb 13th, 2023
estimated-end:: Apr 9th, 2023 
end:: Apr 17th, 2023 
duration:: 9w
score:: 😑😑😑
- **Project Summary**
- Started this project on Feb 13th, 2023
- ![image.png](../assets/image_1683804350896_0.png){:height 290, :width 450}
- No rush or anxiety as such but I was last minute. Philadelphia tax filing jointly was confusion. Saie was not particularly motivating at that time. I kept at it. Had to pull a all nighter sort of and re-do taxes at least 4-5 times to feel confident. But worth it.
- Tax export on turbo as just -- useless. Even the good ones. They start by deleting your returns! Why? so thy can make you redo the from stop start - that's what they know!
- My $177K stock losses didn't amount to anything 🥴. Will cary over $3k rest of my life it seems.
- Wins
  - Saved $13K. Apparently my tax owed would have been $20K if not filing jointly with Saie. Seems I had some high numbers in my W4? Not sure.
  - Block Reference
- DONE Project Wrap Up
  - DONE Extract and Create Information Packets
  - DONE Clean up
  - DONE Write Summary
  - DONE Add any relevant tags
- **Important Dates**
- Feb 13th, 2023: project init
- Apr 18th, 2023 Tax Day
- **Outcome Visioning**
- **Purpose**
  - organize tax planning and execution so I am not filling turbox tax haphazardly ❌
  - vet if CPA helps. I have losses to show this tax filing. ❌
  - vet if filing tax jointly helps. ✅
- **Outcome**
  - Personal tax is filed without rush or anxiety. 🙃
  - I benefit from it in either good returns or good strategy for future. ✅