It's always great news when I get this e-mail message!
Great news, Linda I Reeder!
Your federal tax return was accepted by the IRS.
I began the tax filing process on Wednesday, using Turbo Tax, linked to my online banking with the credit union. This is my third year of filing on line.
Always before that I filed using the standard paper forms, you know, the ones the IRS doesn't send you any more. Since we have a simple life with no debt anymore, that means there is no point in itemizing deductions. The standard deduction works best for us. That simplifies the filing process.
However, income reporting has become more complex. Tom reached the age, 70.5, where he had to start taking Required Minimum Distributions (RMD's) from his IRA's several years ago, so I had that figured out. Then this year I reached the magic age and had to report the RMD's from two IRA accounts. Except, in the process of filing, just as I was about to tap the final "Send", I realized I didn't have a Form 1099-R from one of the accounts and hadn't reported it. Whoa. Put the breaks on.
Too late in the day to call on Wednesday, I put the process on hold and waited until Thursday morning to call the number provided for the financial service. I was told the forms had been sent out. Well, I told the nice person, that doesn't help me since I don't have it and I want to complete the filing.
I found out I could access my account online and get the 1099-R that way, but I needed to set up an online account first. Well, that got messy, what with having to wait for an email verification code, my newly registered user name getting screwed up, having to make another phone call, finding the problem and starting all over again.
Success! I got access, got my form, and managed to get back into my TurboTax process, go backwards and find the place to insert the additional RMD information. By now I was feeling a bit shaky about the whole process, but I carefully reviewed everything, finalized the forms and hit the "Send" button.
Then I waited, and waited. Finally Thursday evening I got the e-mail message I was waiting for. Hallelujah!
Now my refund can come, and I can apply it to my property tax bill. :-/
At least with that one all I have to do is send a check.