Get More of Your S*** Together: January

That is impressive!

I can’t file until at least end of Feb, since my third set of forms from Vanguard don’t come out until then. Yayyyyy.

This is why I moved my REIT fund into my IRA a few years ago - I got tired of waiting the extra month for the form.

My last 1099-B came out yesterday afternoon, so I can finally get started. Good thing taxes weren’t on my to-do list for January.

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I wasn’t planning on filing, just estimating, since I was in a cold sweat wondering how much I would owe. But, 6 hours later, realized I could file.

My traditional Ira doesn’t have any basis so I don’t have the vanguard form yet but I just used the value on my dec 31 statement.

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I bought an overlocker! I also mostly-completed 2 other items, the password manager and our go-bags. These will now finish themselves over the next few weeks.

I made no progress on tax documents, electronic disposal or taking our own lunches. Next month maybe!

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