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Old Feb 5, 2014 | 12:41 PM
  #21  
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I have a Scottrade account that claims, and follows through that they do not have to send me paperwork by the normal Jan 31 deadline. I think it comes more like Feb 20. Then I can begin filing.
Old Feb 5, 2014 | 12:43 PM
  #22  
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Originally Posted by y8s
Funny how that never comes up in BIG states.
By "big", I assume you mean "populated mostly by cattle, mountains, and the elderly poor."


I suspect both NY and NJ will request payment in full (i.e. double). You just have to tell NY to stuff it.
And I've also heard the opposite, that NJ is the one that gets stuffed.

Which is why this year I will actually be visiting a tax preparer. Will do the SE, Fed and CA on my own as usual, I just need someone to show me the ropes for NY/NJ. (What's really annoying is that since a couple of invoives got delayed until December, some of that SE income was realized after I moved here and began W2 employment. AARGH! )
Old Feb 5, 2014 | 01:31 PM
  #23  
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You may be right. It's been a few years since I did DC/VA reciprocity taxes.
Old Feb 5, 2014 | 05:59 PM
  #24  
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20% higher on earnings this year
Did considerably worse on returns than last year, same high withholding on checks, married filing jointly.

Nothing changed except income. ****. Crossed dat line I guess.
Old Feb 5, 2014 | 10:42 PM
  #25  
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State income taxes? Hahahahaha!

We've got none.
Old Feb 5, 2014 | 10:54 PM
  #26  
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Already expecting my return to appear in my account in the next week or two. E-filed with direct deposit a few days before the 31st. Last year it only took about 2 weeks to get my return. I gauged things better this year, only getting back $800. Then again, I was only employed for 7.5 months last year.
Old Feb 5, 2014 | 11:08 PM
  #27  
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I filed a few days before the 31st as well and it still is not approved. WTF IRS?!?!
Old Feb 5, 2014 | 11:30 PM
  #28  
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Hmm. Unlucky. Mine was approved on the 1st.
Old Feb 6, 2014 | 04:00 PM
  #29  
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I may have used some funky math, so they may reject it.
Old Feb 6, 2014 | 04:06 PM
  #30  
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Pay about 5k to fed, get back 1300 from state. Little more then last year. This year going to buy another house that is more expensive. Then I will have two houses to write off...yay?
Old Feb 6, 2014 | 04:32 PM
  #31  
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Originally Posted by MicaCeli
Pay about 5k to fed, get back 1300 from state. Little more then last year. This year going to buy another house that is more expensive. Then I will have two houses to write off...yay?
Oh the false economy of the mortgage deduction.

I've never understood it. Then again, we bought cheap and my mortgage interest deductions/student loans, etc are still less than the standard deduction.

Hence my apprehension for this year since everything is changing. The accountant is supposed to have us the numbers tomorrow.
Old Feb 6, 2014 | 04:51 PM
  #32  
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Got married last year and did not change any deductions. TurboTax has us owing money when filing jointly. I though marriage was supposed to provide a tax benefit o.O
Old Feb 6, 2014 | 04:55 PM
  #33  
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Originally Posted by z31maniac
Oh the false economy of the mortgage deduction.

I've never understood it. Then again, we bought cheap and my mortgage interest deductions/student loans, etc are still less than the standard deduction.

Hence my apprehension for this year since everything is changing. The accountant is supposed to have us the numbers tomorrow.
I make joke I fugured more Amuricans would understand.
Old Feb 6, 2014 | 04:57 PM
  #34  
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Originally Posted by doward
Got married last year and did not change any deductions. TurboTax has us owing money when filing jointly. I though marriage was supposed to provide a tax benefit o.O
Not sure what the question is here.
Old Feb 6, 2014 | 05:23 PM
  #35  
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I'm gonna get screwed this year, I'm saving up already. I took ~$40k out of a trust to buy my house, which I did cash so I don't even get any mortgage deductions (of course that's offset by the fact that I don't have a mortgage).

I'm also gonna let a professional deal with it this year.
Old Feb 6, 2014 | 07:35 PM
  #36  
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Originally Posted by MicaCeli
I make joke I fugured more Amuricans would understand.
I knew with the yay?

More just speaking in general. I'm always amazed at some of our friends who have significantly less income and yet buy more house.
Old Feb 7, 2014 | 01:54 AM
  #37  
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****** a. Only took them 6 days to deposit my return. Money in the bank!
Old Feb 7, 2014 | 06:14 AM
  #38  
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Tax time for us is fun. I have a job and investment property, and my wife owns her own business. Makes for hella deductions though.
Old Feb 9, 2014 | 04:21 PM
  #39  
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God, this is shaping up to be a fun year. In 2013, I was a business owner, a full-time graduate student, a regular employee, and a resident of three states. Aside from being a farmer or a member of the armed services deployed oversees, I think that ticks all the "weird" boxes.

Just finished Schedule C and Schedule SE. Starting Schedule A, which should be fairly simple.


I still haven't the slightest idea whether I'm going to be paying out or collecting this year. I'm leaning in the direction of paying out since I skipped an ES payment, but then my 2013 C/SE income was way lower than 2012, upon which the ES was based.



EDIT: Just finished Schedule A. My itemized Deductions are *LESS* than my Standard Deduction. I can't remember the last time this happened...

Last edited by Joe Perez; Feb 9, 2014 at 04:42 PM.
Old Feb 9, 2014 | 04:46 PM
  #40  
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Originally Posted by doward
Got married last year and did not change any deductions. TurboTax has us owing money when filing jointly. I though marriage was supposed to provide a tax benefit o.O
From my own experiences... married filling jointly with ONE income = big returns/tax benefits.

Married filling jointly with two incomes? You'll end up paying more then when you were single.

Try adjusting your deductions to 0 or 1. For both of you.
Then you might see refunds like you did when you were single.

Might.

Your results may vary.



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