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  1. THL, I honestly hadn’t thought of that. Excellent. Do you have any more good advice?

    The agent is different, so we won’t be recognized. However, it’s possible the agent we were dealing with might be present at some point.

    However, we have to call them with our names in advance. I don’t believe in lying though. What do you advise?

  2. Rob, you don’t need last year’s 1040 to do this year’s 1040 but it is very helpful to the tax preparer. Also you want to be consistent from one year to the next, if you claim your dog as a dependent last year you probably don’t want to claim three dogs this year.
    I just mailed my Federal and State forms five minutes ago.
    I owed money so I make them work for it and deal with papers and paperclips and checks. I only e-file if they owe me a refund. THey never do it seems.
    I paid a lot this year. it’s mutual funds that will kill you. Even if they lose a shitload of their value you still have to pay all kinds of tax on them because they are required to make distributions and buy and sell a certain percentage of their holdings. Its ferkakt (that’s a good Yiddish word). But you deal with it and have a nice dinner and an extra nice bottle of wine to make it up to yourself. You all have a wonderful Easter weekend. I’m not blogging too much on Good friday, Don’t think it is real good karma.
    Cheers!

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