J.M.Metzger
Comments on tax documents.

I have completed your "2020 Tax Organizer" to the best of my ability and will be dropping it and the items listed below at your office this afternoon.

Since I am not an accountant, it is possible that I have mis-understood parts of the Organizer.  For example in the IRA section last year's data shows the correct distribution for my TIRA, but also shows internal re-balancing trades, which are internal to the IRA itself and not taxable.  The overall distribution was correct, so probably no big deal.  Also, some pages appear to be duplicates of others (eg. Pages 9 and 9A).

I have attached my "2020 Tax Information" document (10 pages) that contains a summary of the actual data for my 2020 taxes.  A holdover from my DIY days of tax forms, but helps me organize.

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Also, as you requested I have tax, income, etc. documents in clipped-together groups as follows (in no particular order):

• Property Tax: County
	2020 Real Estate summary and cancelled checks.

• Roth IRA & TIRA - Bob
	2020 distributions and 2019 and 2020 year-end balances.

• TIRA Rosann
	2020 info on Rossann's TIRA from TIAA

• Roth IRA Rosann
	2020 info on Rosann's Roth IRA from TIAA  23 pages

• Decedant IRA Rosann
	23+ pages of info.

• Tax Payments
	Both sides of cancelled checks for final 2019 and 2020 
	estimated USS and IN taxes.

• Revokable Trust Rosann
	26+ pages of transactions for your reading enjoyment.

• Retire RHB & RMA
	Bob's BCPS pension and Rosann's Art Institute pension.

• Interest Income 1099-INTs.

• Stock (AAPL) 1099-DIV.

• TIAA Annuities - RMA.  10 of them.

• Charitable - RHB &/or RMA.  16 recipients.

• Social Security Benefit Statements.

Let me know if I have omitted anything.
Thanks for being patient with us!!

- Bob Beeman 			954-812-4298 bob@bee-man.us
- Rosann Auchstetter	954-205-5180 rosann@bee-man.us