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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 - {: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. ✅