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2017 Taxes, other updates, Bullet Journal pics

January 29th, 2018 at 06:04 pm

So I finally got my W2 today, plus a form from the second bank we use.

We'd gotten the form from the railroad retirement place too, but it's confusing. On the top form it says RRB-1099 and has info for both 2016 and 17. The next 3 slips are RRB-1099-R - the amount listed is different, and nothing is said about 2016.

Of course, I entered the new info (plus seeing what would happen if I put 1400 in my traditional to max it out.)

The only form that matched the available forms for the railroad was the RRB-1099-R. So that's all I entered.

Somehow we just barely squeezed past the saver's credit. Frown

Even so, once my retirement contributions from work were entered correctly, it shows us a refund of $825 federal and $166 NE! (with maxing my IRA - otherwise 625 and 66.)

I still need the form from Vanguard before I can file, but I think we may be getting a nice little boost after all.

Whew!

---
Thanks all for your comments on my last post. We had another discussion last night that didn't go well. Either he thinks I'm being controlling (You make all the decisions anyway!) or he's upset because I didn't roll over backwards trying to figure out how to do what he wanted. (Which is what happens mostly ...)

I tried to start off the whole thing by showing him how much our networth had grown since August - from 237k to 262k. He of course has to nitpick what I'm including in networth (not house or other non actual dollar figure assets - the house, because I don't think we would be able to sell it for what we paid for it, and the rest are depreciating, so what's the point?!)

UGH!

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In other news ...

I got my bullet journal Sunday. I had a little time to work on it that night, and then spent a lot on it today at work. Smile

So, here are some pics.

The cover.

The Index / Collections

Feb Spread

Habits / Tasks

Master Grocery List (part)

Here's the cover of my morning pages journal - I wish I could have found a similar cover for my bjournal, but it's better than most.


10 Responses to “2017 Taxes, other updates, Bullet Journal pics”

  1. creditcardfree Says:

    I think you probably entered correctly the amounts of the RRB-1099-R. Here is the link for the IRS publication that explains Railroad Retirement Benefits.

    Your journals are pretty!

    And sorry about the discussion with your DH. Don't give in, bending so he can risk what is your safety net and cash for future needs. It sounds very immature to me. But keep trying to communicate.

  2. frugaltexan75 Says:

    Thanks CCF - they sent me a bunch of tax info with the check, but it didn't make much sense to me other than to say we'd get taxed.

    I really like the mj cover - it was on sale for $4.99 If it had been a bigger size, I might have used it for my bj instead. Smile
    Thanks. I won't be giving in.

  3. AnotherReader Says:

    Is the money he wants to day trade in a common account or is it in your separate account? I would separate your money out and make sure it's in your name only. No need to tempt a gambler.

  4. frugaltexan75 Says:

    Most of it is in a joint account.I have no reason not to trust him, so moving the money I think would send the wrong message.

  5. AnotherReader Says:

    Keep a close eye on that money. You can't get it back if it is day traded away.

  6. Another reader 2 Says:

    Seems like he's trying to set you up. Hoping you will give in by calling you controlling and he gets to play victim or you just give in to what he wants and take care of him. I do hope you stand your ground. He's very much an entrepreneur with lots of ideas but seems to only follow through so-so. You have been very generous with the 5k, if he wants more to work with, he should sell some of his toys or a car or two.

  7. rob62521 Says:

    I just hate that tax forms and the stuff from employers and such are such a pain to understand!

    Sorry about the uncomfortable conversation. It sounds like you are being guilted into doing things his way.

  8. kashi Says:

    I missed the previous post but I'm sorry you're having communication difficulties. Frown
    Your journal cover is so pretty! And wow, so organized!

  9. frugaltexan75 Says:

    Thanks Rob. Maybe so

    Thanks Kashi - hoping that looking organized will become BEING organized Smile

  10. Petunia 100 Says:

    Love it!! Smile

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