I and my wife are in a similar situation.
Our financial adviser and investments are still up north.
We gather our income tax information for them every year and they do our taxes.
It's a hassle because we copy everything, send it all up there through registered snarl mail, and it's getting very expensive.
In the future, I would like to file our taxes here in Florida using the no-cost tax filing service many our neighbor's use.
Last edited by Michael G.; 08-10-2022 at 11:03 AM.
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