Anonymous wrote:My dad thinks the VP of Bank of America did his taxes…at least they’re done…
Anonymous wrote:Anonymous wrote:Anonymous wrote:Right there with you, OP. My elderly parents have used a tax preparer for the last few years, which I thought would make the process simpler following one parent's unexpected death earlier this year. I got in touch with the tax preparer at the end of Feb/beginning of March, she sent a checklist, and I brought over the documents on the checklist, which had already been gathered before my parent's death. Thought that was the end of it, but on April 14th the tax preparer sent me on a wild goose chase for two missing 1099s* that, after hours of detective work, turned out not to exist. Got that resolved and then the return was rejected by the IRS. It's like every little thing is so hard and time-consuming. I'm exhausted.
For those asking, these were 1099-DIV, 1099-INT, etc., not work related.
100%. I have had to start taking days off JUST to work through the long list of phone calls that need to be managed - you never know whether it will be a day's task or a few minutes, what next steps you will need to take. And all of the stuff is vital from medical billing follow-up to tax forms to trying to get bank information etc. I'm drained but there is no one else that can manage this - and yes I do pay for help where and when I can - but there isn't someone who you can do all of it for them...I hear you OP and PP...I'm exhausted
I have had to do the same. Then some person was asking what I do with my “time.” Yes, all my luscious time. I am just eating expensive chocolates in a bubble bath…
Anonymous wrote:Anonymous wrote:Right there with you, OP. My elderly parents have used a tax preparer for the last few years, which I thought would make the process simpler following one parent's unexpected death earlier this year. I got in touch with the tax preparer at the end of Feb/beginning of March, she sent a checklist, and I brought over the documents on the checklist, which had already been gathered before my parent's death. Thought that was the end of it, but on April 14th the tax preparer sent me on a wild goose chase for two missing 1099s* that, after hours of detective work, turned out not to exist. Got that resolved and then the return was rejected by the IRS. It's like every little thing is so hard and time-consuming. I'm exhausted.
For those asking, these were 1099-DIV, 1099-INT, etc., not work related.
100%. I have had to start taking days off JUST to work through the long list of phone calls that need to be managed - you never know whether it will be a day's task or a few minutes, what next steps you will need to take. And all of the stuff is vital from medical billing follow-up to tax forms to trying to get bank information etc. I'm drained but there is no one else that can manage this - and yes I do pay for help where and when I can - but there isn't someone who you can do all of it for them...I hear you OP and PP...I'm exhausted
Anonymous wrote:
YES! in the same boat with the taxes. We needed a 1099 from social security for my dad who died middle of last year. My mom tried to retrieve it herself (she's got some cognitive decline) only to tell me that after 20 minutes on hold, she could not take it anymore and hung up! okay mom, we'll just tell the IRS that you didn't feel like waiting on hold!!!! (I called and got it the next day). Sending good thoughts to you.
Anonymous wrote:Anonymous wrote:It’s probably a 1099-R. Not employment related.
This. But it still doesn't make sense. If there is a tax preparer, why is OP acting as the go between transmitting her parents' documents to the tax preparer? This makes it sound like her parents are not particularly competent or reliable. But in that case, why did OP rely on their self-report of what documents they had? I would have logged into OPM with them back in February and made sure we had everything, and then sent to the preparer. Or, alternatively, just let them send the docs themselves and let the preparer deal with it. I'm not clear what the point is of being a go between if you are also just passively going to send along whatever they give you without checking to make sure it's correct or complete. That's the whole point.
To answer OP, yes, I am very tired and burned out and I spend my time doing all kinds of stupid administrative activities. My life often feels joyless and exhausting. But I do try to offload what I can and not take on additional tasks unless it really makes sense for me to do them. I already feel like so burned out from work and parenting.
Anonymous wrote:It’s probably a 1099-R. Not employment related.
Anonymous wrote:Why is she still working if she can’t even file her taxes
Anonymous wrote:Why is she still working if she can’t even file her taxes
Anonymous wrote:Right there with you, OP. My elderly parents have used a tax preparer for the last few years, which I thought would make the process simpler following one parent's unexpected death earlier this year. I got in touch with the tax preparer at the end of Feb/beginning of March, she sent a checklist, and I brought over the documents on the checklist, which had already been gathered before my parent's death. Thought that was the end of it, but on April 14th the tax preparer sent me on a wild goose chase for two missing 1099s* that, after hours of detective work, turned out not to exist. Got that resolved and then the return was rejected by the IRS. It's like every little thing is so hard and time-consuming. I'm exhausted.
For those asking, these were 1099-DIV, 1099-INT, etc., not work related.