As I receive the various tax reporting statements around this time, I update my tax spreadsheet to replace estimates with actual data. After I received the 1098 and 1099 forms, I was slated to receive a refund of $1.24. But then I received my 1095 form which enables me to determine the final amount of the ACA premium subsidy and it turned out one of the figures shown there was off from what I had been using in my estimate. I now owe about $78. Oh well.
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.
"I want my money working for me instead of me working for my money!"