I've never tried to hide my age, as I'm an old TG woman and see my time on this earth getting shorter and shorter. This doesn't frighten me as much as the thought of not being able to have my affairs in order at any time. So, the thought of losing control of things as I'm coming to full retirement benefit age worries me a bit.
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About a month ago, my long time tax preparer decided to retire. Although I knew this would eventually happen, I was still a little bit shocked when I heard the news. I never had to look around for someone to take care of this need, and now I have to do a search when I need constancy the most. The 2023 tax year had me receiving an unexpected bonus payment of a survivor's social security benefit from which taxes should have been withheld. And the 2024 tax year will require that taxes get withheld from benefits paid to me. Dealing with these things should be simple. But there are so many of them coming in at once to be dealt with that I can get overwhelmed thinking about them.
Luckily, I have one person I can call for help with my taxes and with tax planning. Yet, I am looking for more than this person to choose from. Hopefully, I will find the person I need soon, as I am not looking forward to this year's tax season....
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