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Gathering Dad's Taxes

March 4th, 2016 at 04:31 am

The beginning of March (did I really just say that?!) has gone quietly. I usually don't feel financial pain until mid-month, when I realize that certain categories may be off track. Anyway, I need to pull together dad's paperwork to file his 2015 individual and estate taxes. The individual piece is pretty straightforward. On the estate side, in addition to gathering all of the expenses, I need to get SS numbers from each of my siblings (9 of them!). I have about half already, but a few of them will be more of a challenge to get. Hoping I can get this done this weekend so I can cross another item off my list and be closer to closing the estate.

3 Responses to “Gathering Dad's Taxes”

  1. creditcardfree Says:

    Good luck getting those taxes done!

  2. PatientSaver Says:

    I would love to hear what else you've had to do with probating the estate, as I am in the same process (in CT) with my mom's estate. So far, I opened probate, filed the inventory of assets and I believe my mother's accountant is almost done with her regular (CT and federal returns as well as the estate tax return for CT only. Now i have a 5-month period where I'm just waiting for any final creditors to come forward wit bills. It's a learning process, isn't it?

  3. rob62521 Says:

    Sounds like you are organized and getting things marked off your to do list. Good job!

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