Homer's Travels: Weekly Ephemera #85

Sunday, February 25, 2024

Weekly Ephemera #85

  • I called my investment company about my 1099-Rs (I mentioned them in my last Weekly Ephemera post).  Turns out they are not mislabeled or at least they label all Roth IRA withdrawals this way even if it causes problems for tax filers.  So I called a tax filing company (I use their software to file my taxes) and asked how to properly file.  I expected to be pointed to an IRS form I would have to file.  No.  This is how I need to fix it:
- First, I should edit the 1099-R to "correct" them.  
- Second, file my claim.
- Third, wait for the IRS to email about the edited 1099-R.
- Fourth, explain to the IRS why I did what I did and hope they agree.

I took a deep breath and did what they suggested.  This could go well or lead me into a deep dark hole.  Wish me luck. 

  •  On Thursday the Wife and I went to our local home store and set up an appointment for a bathroom remodeler to come by the house.  We are planning to gut our master bathroom and we hope to get ideas and an estimate for what it will cost.  Expensive, I'm sure.
  • Thursday afternoon I went to see the Oscar nominated animated and live action shorts.  This has become an annual ritual for me. Over the years I've noticed that the animation is becoming more serious and tackle hard subjects.  This year was no different.  The live action entries have always had a hard edge but this year there were a couple uplifting and/or humorous entries.  I enjoyed my little two movie marathon.
  • I'd hoped I would walk farther this week and I managed to meet that goal.  I walked three times for a total of 21.9 miles (35.25 km).  Unfortunately this coming week is full of appointments and walking time may be limited.

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