1st time Snowbirders - leave home or pack?
First time snowbirders heading to Arizona this winter for 6 months. Since this will be different from week long vacations or weekend camping, what are items you wished you had brought and items you co...
Forum Discussion
DustyR wrote:bighatnohorse wrote:
Taxes; all needed appropriate tax receipts are in a shoe box that I take with us. All other documents can be obtained on-line from their respective financial institutions.
A laptop and TurboTax are all that's needed.
X-2
I did this five years running, my laptop and TurboTax did the job for me. My CPA friend would have liked for me to come home before the 15th so he could do my taxes for me. There are several ways to keep 'concise careful records' without a filing cabinet. A small 3-in-one printer with a scanner take care of producing e-copies of all the important items and a simple envelope system by the month the rest.
Between Quicken and just having my income forms I do mine in minutes as Turbo tax automatically downloads bank stuff, mutuals and stock info and more. After you do it one year it retains all the info for the next. easy stuff.
