![[personal profile]](https://www.dreamwidth.org/img/silk/identity/user.png){kind=small}
canyonwalkerI've been working on my taxes... for 2026. As in, the taxes that aren't due until April 2027. Why not work on my 2025 taxes? It's because my banks haven't sent me the forms yet! So for lack of anything better to do I'm getting a head start on next year. 😅
I'm still doing my own taxes, though for the last 12 or 13 years I've used TurboTax to help automate things. Is TT helpful? Yes. Is TT frustrating? Also yes.
Using TurboTax is like having an abusive partner.
Thankfully I'm not to the point yet this year of actually using TurboTax. That'll start next weekend when I dig in on my 2025 taxes.
So far in working on my 2026 taxes what I'm really doing is building & refining estimates on my own spreadsheets and then using those estimates to guide investment decisions. Among other things I've green-lit taking profits on a few investments I want to trim, then hit the pause button on profit-taking, and adjusted my 401(k) contributions twice. It's better to do these things with a plan and with data to support the plan, versus doing them blind and being surprised by an unexpected tax bill a year from now.
I'm still doing my own taxes, though for the last 12 or 13 years I've used TurboTax to help automate things. Is TT helpful? Yes. Is TT frustrating? Also yes.
Using TurboTax is like having an abusive partner.
Thankfully I'm not to the point yet this year of actually using TurboTax. That'll start next weekend when I dig in on my 2025 taxes.
So far in working on my 2026 taxes what I'm really doing is building & refining estimates on my own spreadsheets and then using those estimates to guide investment decisions. Among other things I've green-lit taking profits on a few investments I want to trim, then hit the pause button on profit-taking, and adjusted my 401(k) contributions twice. It's better to do these things with a plan and with data to support the plan, versus doing them blind and being surprised by an unexpected tax bill a year from now.
