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herbiggirlpants

~ the new reality of a "70 something"

herbiggirlpants

Tag Archives: thought

taxes are done…

29 Monday Apr 2013

Posted by sulis303 in Uncategorized

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credit, fabulous accountant, missing bits and pieces, not that great a deal, pay, scanner, stacks of paper, taxes done, thought

been a fairly slow process to complete taxes for George and I for this year… there was CPP, EI, transferred RSPs, pension monies and I can’t even remember what else..

nothing to do with my fabulous accountant, lol…

thought I had collected the paperwork very well, until I sent her everything.. then realized that all of last year’s tax info hadn’t made it into the package…

thought I had everything done, but then discovered I had to send in the medical insurance information before the taxes could be completed…

finally that got sorted out, although they sent me three different letters which included two different cheques for a very tiny portion of what I had claimed… and then I had to go through all the receipts to see what didn’t get paid…

then she discovered that I hadn’t included the Notices of Assessment so I had to search through that pile on the computer room desk… took a while, but eventually I found them…

still stacks of paper on the desk...

still stacks of paper on the desk…

had trouble with the scanner before I could get those off…

finally she had everything, yay…

then she discovered that one of the companies had duplicated information about George’s pension monies that had been rolled over to me… so my finance guy and the accountant had to sort out what was wrong, contact the company and get new T somethings completed…

yikes…

last week I found out how much I had to pay and how much the estate will get back… but of course one can’t be credited to the other, so I had to set up an account with CRA through my credit union and pay my outstanding amount… now we will wait to see how long it takes them to send the over payment for George…

today I received the final package with all the information beautifully organized with a couple of pages to sign and return…

thankful that is done… next year I will only have to complete my own form…

hmmmm, that doesn’t really feel like that great a deal…

 

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