Recent content by I Yam What I Yam

Don't know if this will be helpful or not. Go to the Investment Income page that shows the monthly income. On the right hand side of the table is a few options, one of which is export as a .csv file. If you choose that you can download data for 2022, 2023 and for the next 12 months. It has...

I handle all the money related tasks in my family. DW has no interest in the details and operates from the fear based perspective that we have to tightly control spending to live without full time employment. Nothing could be further from the truth based on the all the planning we have done...

Since we are on the topic of estimated tax payments, what is everyone's favorite tool to calculate you taxes when you have lumpy income? I could make a spreadsheet; however, if there is a usable tool out there I would probably just use that tool instead.

That definitely was a learning for us from this experience. :).

Yes. Had a small underpayment in one quarter due to some unexpected income.

Thought I would give an update. Got a message from the tax preparer last night and they did complete the 2210 and 2210AI. However, it is their practice to not complete these so the timing of the income. They re-worked the forms and took the timing of the income into account resulting in a...

I agree. Hoping to have a discussion with the preparer in the next few days.

Thanks! My wife and I were rather shocked to see the penalty as that was our understanding too from all the reading we had done. We've been retired for a year or so and have a lot of learning to do. :)

Thanks! I searched and didn't see the Schedule AI in the documents I have. The disappointing part is before we did the conversion, I contacted her to have her tell us the 4th quarter tax payment so she was aware of the unequal income and the timing of the conversion. We'll have a chat with...

Thanks everyone for the advice so far. Here's a few answers: I am able to locate the worksheet for Form 2210 in the completed return but not the actual Form 2210. The worksheet doesn't have any income information, only the equal payment tax requirement and the actual payments in each quarter...

I'm hoping someone could clarify a point of confusion for me. Our tax preparer just finished our 2022 tax return and we owed a $590 penalty because we did not make equal tax payments. In 2022, we made equal payments for our estimated taxes on our investment and W-2 income. However, in...

I have seen Mt Rainer on several flights to Vancouver on business trips and when we went to Seattle in 2019 for an Alaskan cruise. It would be wonderful to see it up close and personal. I'll add it to the list! :)

Thank you! It took a lot of work. Also helps that we don't feel the need to "keep up with the Jones". Choosing careers that had higher incomes also helped immensely.

Thank you! We took advantage of the lower cost and the fact some cruise lines are giving double points. That saves us money if we reach some of the higher loyalty tiers on our favorite cruise line.

Thanks! We look at our cruises weekly and see if the cost has decreased. For our September cruise we had almost $600 in OBC between the shareholder benefit and the price drop. For our December 2021 cruise we have already received $600 back. We've been mainly to the Western Caribbean but...