Thursday, April 9, 2015

Filing Taxes, Planning Life

Last night, in my third generation of life, I filed my taxes with someone else for the first time. Please note that I've filed my own taxes for years... the emphasis is on the WITH SOMEONE ELSE. It was kinda fun sitting there together. poring over our 2014 financial life. The way TurboTax asks you questions about everything also has a way of helping you think about the future. Did we own a home last year? Nope. But we know we want to in about two years (not yet, not yet - for a variety of reasons). Did we have kids? Nope, but we've gauged a rough timeline on that as well (I did want to say 'yes' when it asked if we adopted last year- but apparently the IRS is a speciesist organization and they don't recognize the value of Chandler. As if!).
It was a nice way to kinda sit there, take care of business and chat about when we did want these things and what we want to do in the coming years. For the first time doing my taxes, the most mundane of tasks, I realized that there was some fun, some hope and some lessons among the W2s and the excel financial spreadsheets: Here's where you were in 2014. What do you want for 2015? 2016? "Better think about it because it's staring you right here in the face" TurboTax routinely muttered.

And we did. And it was pretty nice.

Though it wasn't all sunshine & glitter: I realized that the downside of this is that the tax return goes into our joint account, not just mine like I've enjoyed all of my adult life. So that's the big, fat, huge bummer.

10 comments:

SMD @ lifeaccordingtosteph said...

MFD is an independent contractor, which means we've owed since we started filing together. Sad times. Sad times.

Next year should be better for me though, in that he will file through his business and I will file myself!

Rose @ Ramblin' Rose said...

Thanks for stopping by my blog. You left a comment earlier and I went to reply but saw I couldn't because you are no reply! Anyways, just wanted to say love the look of your blog. Adding you to my daily reads.

And boo for having to share your tax return money. That's no fun. We always take half of what we get and try to buy something for the both of us or take a trip, that way you still feel like you are splurging!

PorkStar said...

haaaaha... I have the same issue with my cat. People look at me weird when I tell them that I'm a single father of a 1 year old cat. As if that didn't count as fatherhood of sorts... pffft

I don't find it being a problem that your money is going to the joint account. Regardless of what it is for, it will be for both of you to enjoy and share in the present and future.

You both look nice on those pics!!!

Pat Hatt said...

Yeah I tried to get the cats on there with the CRA are just as stick up the bum as the IRS lol nice way to reflect with taxes.

Miss Caitlin S. said...

@Steph- Oh gosh! Bummer! Sounds like next year will be a nice surprise then!

Miss Caitlin S. said...

@Rose- thank you!! I don't know how to turn on that reply thing people always talk about, hmmm. ha. :) And throwing the money at a trip is a solid use of it!!

Miss Caitlin S. said...

@Porkstar- thanks, dude! It was a wedding after all so we got dressed up. Though maybe I should just say we were gardening that day and people will think I'm a glamazon. ha. Love that you say you are a father... pretty much how I feel (with the correct gender term of course).

Miss Caitlin S. said...

@pat - lol, right!

Rose @ Ramblin' Rose said...

Here's a good post on how to fix it!
http://www.venustrappedinmars.com/2013/06/google-ultimate-no-reply-blogger.html

mirmirfosho said...

Aww look at you two, so mature!