DS and I will be talking to the accountant about this before either of us file our taxes this year.
Gosh, I wish Heaven had a telephone. I would really like for dh to explain this to DS and the accountant.
And I also hope DS and I can figure out dh's notes to ds's satisfaction -- tiny little writing, and some of it doesn't make good sense, because it says "car and truck tags" and DS only had one truck -- but one line says plainly "(DS) has 0 in bonds" which I take to mean he had exhausted the principal/face value of the money in the bonds. This was dated long after DS graduated college -- when he needed tires for his truck, dh took it out of the bonds and we gave him a check out of our checkbook; when he needed a new heat pump at his house, dh took it out of the bonds and we wrote him a check... and dh kept this in meticulous notes -- date... bond balance... interest paid to DS... BUT it all sorta runs together on these tiny memo pad sheets... five sheets so far.
On a good note -- I did find the last five years of returns! I don't know what kept me from seeing them earlier, but there they are, right where they should be. Just in a different drawer of the filing cabinet. I'm going to have to clear out some of this... put that new shredder to work. I don't know how far these envelopes go back, but certainly more than the recommended seven years. Shaking my head. I am pretty sure I have every cancelled check we have ever written. I do not need to leave all this for DS to deal with some day.
OH -- and the other day, in my searching, I found that dh had saved every letter, note, etc, that I EVER wrote him... even back when I was in school... and oh my...
oh the drama... I need to go through those and maybe "censor" a bit of that. Nothing too explicit, but some where I was complaining about some situations at home, with my parents' marital problems, and I had rather DS didn't read that. My dad was a different person by the time DS came along, and my mom prefers to preserve those memories for DS, the ones where ddad's only fault was being a workaholic who wasn't crazy about his 18-year-old daughter marrying her 28 year old teacher less than six months after graduation. Other than preserving my mother's version of life, LOL, these letters are embarrassing, because, well, I was 17 and overly-emotional at times. I'm so glad I don't have to be 17 again. But OTOH... someday, when I'm dead and gone, it might be nice for DS to know how crazy about each other we were, because there are times that he may remember some overly emotional drama around here and some heated arguments. Nothing like what my parents went through during my high school years though. Anyway, I have completed the math for this year's return -- adding up our medical expenses, etc. and whenever DS can go over there with me, I think I will take mine to the accountant ASAP.
Sad, looking at dh's medical...
But I think I have it done as closely to the way he always did it as is possible.
Time for bedtime routine. It's not even 12:30 yet! I'll be watching TV for a while, but I feel pretty good about today. Let's hope I can put two good days together!