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January 27 is the first day you can file your taxes, IRS says

Luanne

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We can never file that early since we don't have all of the information we need by that date. And since we have owed the last few years we never file early anyway.
 

Talent312

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For me, it's relatively easy to get the info I need off the net.
1099's & year-end statements are usually online by mid-January.
I file ASAP if I'm getting a refund (after all, IRS don't pay interest).
 

Luanne

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For me, it's relatively easy to get the info I need off the net.
1099's & year-end statements are usually online by mid-January.
I file ASAP if I'm getting a refund (after all, IRS don't pay interest).
The stuff we don't get early that I'm referring to are the statements from our financial advisors. That contains the withdrawals from dh's IRA as well as whatever we may have earned from our accounts.
 

pedro47

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January 27, is way to early, if you are planning on itemized your taxes. IMO.
 

SmithOp

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Those who give generously to charities?

Kurt

or catastrophic medical expenses. I’ve done people living in assisted living paying high monthly nursing fees, small income burning through savings.

CA state tax std deduction for mfj is only $8800 so some fed std deduction folks itemize on their state taxes.

I usually owe a little so I wait until April.


Sent from my iPad using Tapatalk Pro
 
Last edited:

Talent312

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Pension: They posted my 1099 online on Wednesday (1/8).
Social Security: They're "in the process" of mailing 1099's.
My broker says they'll text me when it's ready.

Prelim numbers, with my own spreadsheet say I get a little back.
Breathing easier.
.
 

WinniWoman

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My brokerage accoutn statements are never ready until March.
 
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