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[personal profile] susandennis
For what seems like the millionth day in a row, no tax documents in the mail. Sigh. So I took an inventory of what was missing. I found one key one online. I remembered an email from my former credit union so I rechecked it and it said 'if you don't see the forms by Feb 1, call us'. It's now Feb. 9 so I called. 5 mins later the form was in my in-box! That was the 1099. Then I remembered I also needed a 1098. So I called back. 5 mins later I had that sucker, too!

Now, all I need are a fist full of forms from Ameriprise BUT, happily, my CPA and my Ameriprise guys are good buddies so I'm pretty sure I can hook them up and they can finish the rest. I have emails into them.

I think I'm done. Whew. I would like to know how much I will have to pay in April. I'd like to plan. And speaking of likes, I'd like for the stock market to get its shit together. I am tired of losing money!

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Susan Dennis

January 2026

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