It's The Most Wonderful Time of The Year

Well, I finally got my 2021 income tax documents to my tax preparer in California. I am doing it later than usual, mainly because I hadn't thought much about it since I generally don't have to pay anything (I will likely not get anything back either) since I retired.

I just had my Social Security, IRS (for the Economic Impact Payment) statements and 1099 for my investments to send. 

Next year, a new law passed and signed this year eliminates New Mexico taxation on Social Security, saving New Mexico seniors over $84 million next year. The idea is to entice seniors to move to New Mexico, now a more taxation-friendly state for them.

I "inherited" my tax preparer from my mom, who used him when she was alive and I have used him since 2011 or thereabouts.

UPDATE:

I'm shocked! I'm actually getting a tax refund!