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Ebates and Tax Estimate

February 6th, 2015 at 08:20 pm

Received $52.90 from Ebates today. Haven't quite decided where to send the money but it will go into one of the investment accounts.

We have about 90% of the paperwork we need to complete our taxes, and all of the major items like W2 forms and our Real Estate Taxes. So far our Federal Refund looks to be around $8k. This is mostly because I was extremely busy last December and didn't have time to look closely at all the numbers, so I had husband's company withhold a huge amount of his year end bonus just to be "safe." I guess I hit safe and then some. I haven't looked at the State yet but I've never gotten a huge refund or owed a huge amount on the State return.

The good thing about this is it should cover our heating and a/c system upgrades planned for this summer. Now I can move on to saving for some roof repairs and fixing up our driveway.

Since 2015 will likely be similar to 2014 in terms of income, I'm reducing our quarterly estimated payments.

Posted in Budgeting, Investing, Personal Finance | 3 Comments »

3 Responses to “Ebates and Tax Estimate”

  1. creditcardfree Says:
    February 6th, 2015 at 08:38 pm 1423255094
    1423255094

    I'm pretty sure I'm done with our taxes. We owe $638, which I was expecting. I keep thinking there is something that will come in the mail that I will need to report! I don't know what it could be though. I noticed last year I filed at the end of March, so I likely will wait until then.

    Glad you got your Ebates money...yours is fatter than mine! Smile

  2. rob62521 Says:
    February 7th, 2015 at 10:28 pm 1423348132
    1423348132

    We have to wait until the middle of March for one tax document from one of our investments. So hopefully we will have everything we need by then.

  3. VS_ozgirl Says:
    February 7th, 2015 at 10:44 pm 1423349093
    1423349093

    Congratulations on the refund!

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