Mar. 29th, 2014

billroper: (Default)
I have now assembled all of the paperwork for my late dad's trust, entered the data into the spreadsheet and gotten the checksums to match up -- ok, it's off by the same penny it was off by last year, but in the opposite direction, which I'm pretty sure I can live with. So that's now ready to go to the accountant.

This brings it down to pulling together the information for our tax return. And if I'm lucky, all of the little bits of paper have been recovered from the mail... :)
billroper: (Default)
And that's the last of the tax info, save for one 1099-DIV that may or may not exist. I've e-mailed my financial advisor to ask about it, but other than that, it's done.

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