Generally, surprises when doing your taxes are not good, most people find they need to pay more, some have the pleasant surprise of getting an unexpected refund. My surprise was different.
I was supposed to be a CPA (according to my Dad) vs a CFP. ® I am so happy I have gone the CFP® path, but I still do my own taxes.
This year when I printed off my return to file, yes, I like to mail my return vs. e-file, at the bottom of the return it said 104S2023 Form 1040-SR., I thought what is that? Then I looked it up. Here is what it is: 2023 Form 1040-SR. Department of the Treasury—Internal Revenue Service. U.S. Tax Return for Seniors.
UGG! I guess I cannot avoid the fact that both my Husband and I fall into this category, but I will still act like a 12-year-old!

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