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Old 04-15-2015, 11:10 AM   #41
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Nope, no pleasant - or unpleasant- surprises. Just the realization that I should really simplify my investments.

I had the same thought about simplifying our investments. Waiting for K-1's means filing an extension. This is making me a bit nervous about IRA to Roth conversions and the ACA limits.


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Old 04-15-2015, 01:15 PM   #42
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It was not a surprise but it was nice with the HASA Deduction, Personal Exemptions and Standard Deduction for a couple filing jointly was able to convert 25K to Roth and fed tax this year was $276 Living off cash stash spending more then when we worked but less than planned thus far.
Sure better than the 33% I used to pay before fired.
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Old 04-15-2015, 05:21 PM   #43
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I guess mine counts as pleasant, when I made my estimated tax payment last year, I underestimated how much I was going to have to pay so I've got small penalties and just had to send the government an extra $12k. The upside? I made more money last year than I was expecting!
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Old 04-15-2015, 05:37 PM   #44
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Nothing pleasant for me! In 2014 I cashed out my 457 (no penalty), had the state and fed taxes taken out. Turned out it was not enough taken out so I am owing both state and fed. This year will be much, much better!
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Old 04-15-2015, 06:17 PM   #45
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We received a nice refund from a Net Operating Loss on a rental property we sold in 2013. We had already digested the loss so the refund of taxes paid in 2011 and 2012 was a nice surprise. Definitely softened the blow of a bad investment.
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Old 04-15-2015, 09:17 PM   #46
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I guess I had one semi pleasant surprise. We made a lot more money this year than previously due to some unforeseen income, and my Mom left me a little in a USAA annuity that threw off taxable income too. So my big Roth conversion last year took us way over the 15% bracket. However, I was able to recharacterize part of it down to the top of the 15% bracket, and it was easy. That was a bit of a surprise. And Vanguard's rep was very helpful. So, glass half full.
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Old 04-15-2015, 09:46 PM   #47
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I guess mine counts as pleasant, when I made my estimated tax payment last year, I underestimated how much I was going to have to pay so I've got small penalties and just had to send the government an extra $12k. The upside? I made more money last year than I was expecting!
I had the same pleasant surprise, we made toooooo much..... Better than making too little but surprising considering we aren't working regular hours by a long shot.
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