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Old 02-10-2024, 12:40 PM   #21
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Originally Posted by frayne View Post
Whether I pay or get a refund, never file much before April due to getting corrected 1099s and doing amended returns are a PIA.
Same. I never look at it before the middle of March.
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Old 02-10-2024, 03:13 PM   #22
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Originally Posted by FlaMariner View Post
I never get excited over giving the government more $$$ than they require and then they return it to me months later with no interest.

How did we get to being excited about the return of our money that the government should not have held in the first place?

I don't disagree but now that I'm FIREd I enjoy getting the rest of my PTC. Refund with no withholding is still pretty exciting for me!
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Old 02-10-2024, 04:12 PM   #23
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I'm still waiting on 2022
So am I.
Next year when I go on Medicare, I will make sure that there are taxes owed and no refund.
With the ACA and managing MAGI, it is difficult to predict the final tax bill.
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Old 02-10-2024, 04:46 PM   #24
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Fidelity 1099-Div and INT available today.

I purchased H&R Block Fed+State but could not get updates (which include my state) to load. I even tried re-installing the program. Still no success.

Then I tried FreeTaxUSA. It grabbed my H&RBlock last year's return with ease, data entry was straightforward. It even downloaded data from Fidelity.

FreeTaxUSA state tax return $5 less than Block. I filed today, IRS just accepted that return.

Bye-bye Block..
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Old 02-14-2024, 11:26 AM   #25
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Just got my last 1099, from Schwab. A few days earlier than promised.
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Old 02-14-2024, 02:01 PM   #26
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Indeed; I am happy to pay my taxes when they are due. I don't get excited about taxes. I live in a high tax state by choice. There are no zero tax states I would ever choose to live in and the moderate tax states adjacent to me are not interesting either. One of our favorite places we lived was in a very high tax country.
You get what you pay for...
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Old 02-21-2024, 07:30 AM   #27
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E-filed 2023 Federal return on 2/11/2024. Got the refund last night, 2/20/2024. 9 days, not <3 days, but not too bad!
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Old 02-21-2024, 09:29 AM   #28
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I never get refunds anymore. But paying taxes is an opportunity to get free plane trips if I sign up for a new airline credit card each year.
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Old 02-23-2024, 05:26 PM   #29
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I filed my mumís taxes on Sunday and her refund was deposited today. Sweet.

Iím still missing one 1099 from Fido, their web site says itíll be available tomorrow.
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Old 02-24-2024, 05:46 AM   #30
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I filed on 2/5 and had both refunds by 2/23. The fed by 2/22 (I think the longest it has taken in years this year).
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Old 02-24-2024, 07:13 AM   #31
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I owe, so no hurry, but Block keeps telling me the PPACA PTC form isn't finalized yet.
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Old 02-24-2024, 03:48 PM   #32
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I filed federal electronically using the H&R Block SW. I think I filed ~Feb 5 and received a deposit for my refund on Feb 21.
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Old 02-24-2024, 04:23 PM   #33
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Received 2022 and 2023 with lightning speed. On the other hand, I am at 716 days since I filed my 2021 return. Not even my Congress Critter's staff has been able to move it.
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