Personal Finance (Not Investing) • Re: Your tax story in the 1040

Do you study your 1040 after the filing is done?
What information do you draw from it?
Does it inform your saving and spending plans?
Does it influence the way you invest and in what you would invest, what you would change?
How do you save this information - excel, written form?

yes- to understand tax-efficiency for current/next tax year.

On some issues i am a little out of step with Boglehead consensus thinking. For example I prefer holding REITS in taxable over international stocks.

cheers,
grok87

I hold both in a taxable account; it is never fun to pay taxes, but the deductions and credits do add up that would otherwise not be available. I have got nabbed by ETF closures and other forced taxable events in the past; so, I just accept I will likely be taxed anyway and not worry too much about taxes on dividends.

Statistics: Posted by secondopinion — Mon Mar 10, 2025 12:59 am

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