The end of the calendar year is quickly approaching, and that means it is time to run through our year-end tax checklist. The simpler the better.

Here are a few important items to review and actions to take.

Year-End Financial and Tax Checklist

Re-Subscribe to Go Curry Cracker!

I am ending my email distribution list. It costs $100+ per month. Many months each year this goes unused.

Since you certainly want to continue receiving all of this financially and mentally stimulating content, be sure to subscribe in another way, e.g. RSS , etc…

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Estimate total annual income

Q4 dividends, interest, and capital gains are not yet on the books, but Vanguard (and others) usually publish an estimate in November / December.

For 2024 Vanguard has shared this calendar :

With a preliminary year-end fund distribution estimates out on Dec 10, 2024, I can start my 2024 tax calculations for total income , qualified dividend income percentage , and US / Foreign earned income split ,…