We got our taxes back from our accountant last night. 2021 was complicated because we had to file our normal personal return, a final return for my late cousin, and an estate return. I had no idea what to expect. Our accountant didn't either, so he was extra conservative with our tax planning this past year. Back in December after we got some large investment distributions in taxable accounts, he had me pay a total of $9,400 in estimated taxes and he thought we'd likely owe another $1,500 or so before we were done.
Thankfully he greatly overestimated. Overall, we're getting refunds totalling $7,623. I was very pleasantly surprised by that. I've been sitting on extra cash in our checking account expecting to have to write a couple of large checks. Now that money, and the refunds when they come, can get put somewhere better.
March 29th, 2022 at 07:23 am 1648538620