Day 130, Shustek and taxes and legal

Thursday, 4/11/2019

My tax return is ready at the accountant’s in south San Jose. Their office is open at 8, and I need to be at the Shustek center in Milpitas at 10. OK. At 8:15 I leave for the first stop. I pick up my tax form, which includes addressed envelopes and forms for,

  • Federal tax return
  • State tax return
  • Federal estimated tax returns for four quarterly payments
  • State estimated tax returns for three (I get to skip September) quarters

The amount I need to pay immediately is rather large. Unfortunately my financial advisors, or rather the brokers they rely on, realized a lot of gains this year. Due to this misfortune of making a lot of money, I need to pay a bunch of tax. I put the papers in the car and proceed to Shustek, arriving just before ten.

The usual gang, Toni, Don, Steve, Dave, and Greta work on cataloging a bunch of stuff and chatting. I leave for home at 4.

At home I sit down for serious check signing. Marian established the tradition of writing tax checks against our unmanaged Schwab account. I log in and check; oops, there isn’t enough cash in it to cover all the taxes. Well, this is the account whose mutual-fund assets I intend to liquidate to pay the C.H. entry fee. So I place an order to sell one of the mutual funds. Good practice for selling the others next week.

Then I write four tax checks (return plus first-quarter estimate, federal and state) and triple check that the right check is with the right form in the correct envelope. Then look for stamps, and oh dear, only one stamp left in the desk. Well, I wanted to get this properly posted anyway. I drive to the California Ave. P.O., buy stamps, re-re-check that every check and form is properly addressed, seal the envelopes, stamp them, and post them.

Back at the house, I work my way through nine (9!) pages of realtor disclosure forms, signing and initialing. So that’s ready for Chuck when he next stops by. Next up, the forms needed by my attorney. Yesterday I got a statement from her listing what documents she needs to properly handle the details of Marian’s death, and oh yes, how much it will cost. So I assemble the documents and write that check.

One of the documents she needs is a copy of a recent property-tax bill. I’ve been fretting about that all day, where would that be? Finally realize it will, or should, be part of the wad of supporting documents in the 2018 tax return folder. Out to the garage where the box of tax forms went yesterday. Yup, there it is!

Then I try to fit the documents into the attorney’s post-paid return envelope and they don’t fit. So I supply my own return envelope and two stamps.

I call Darlene to confirm I’m joining them for lunch tomorrow. Somehow one or the other of us gets the call into FaceTime mode (except I can only see my face) and then neither of us can figure out how to end the call. I think I’m tired. A little TV and bed.



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