Personal Finance and Investing

know where to put them. You can work on them the whole year so you know what to expect.

We pay estimated tax - Federal and State. TurboTax came with a large state refund. How come?

I did not follow the new legislation that exempted the whole, or part of Social Security benefits. So I had to read the always convoluted instructions to understand the numbers.

This year, starting next week, the State estimated tax will be a lot lower.

Would your accountant have alerted you to lower your payments as a result of the new legislation?

It helps to feel comfortable, even to like playing with numbers, though.