Taxes for 2025: the folder went to Denise yesterday, complete.

saved Mar 10, 2026 10:00date Mar 10, 2026

1linked record

5named, not linked

note-taxes-to-denise-2026

What it says

Taxes for 2025: the folder went to Denise yesterday, complete. This year is the first in which Ray MUST take money out of his IRA. - The amount for the year is worked out by Pemberwick from the balance at the end of December and his age. Ask Tom Kittleson, not the custodian. - Tom is sending it in four pieces through the year, to our checking account, with tax already taken off each piece. - Per Denise: keep on with the quarterly estimated payments at the amounts she set in January. She will look again in the fall. - If the whole amount is not taken by December 31 there is a penalty. Tom has the last piece scheduled for mid-December. It is on my calendar as well.

Name a person or thing it links to · Name one it names without a link

Fields

Date	2026-03-10 10:00

Linked to

1 record, 5 more named

Denise Opperman

Contact · saved Sep 6, 2012 · ← note_subjectopens its page

Named in the text, not linked

Ray

Contact · names “Ray”

Tom Halverson

Contact · names “Tom” the same words also name Tom Halverson, Tom Riedel

Tom Halverson

Contact · names “Tom” the same words also name Tom Halverson, Tom Riedel

Tom Kittleson

Contact · names “Tom Kittleson”

Tom Riedel

Contact · names “Tom” the same words also name Tom Halverson, Tom Halverson

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Comments

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In the app

missing

From the app's own code (viewer/app_export.sh): Not made yet: run viewer/app_export.sh retired-couple.

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{
 "$type": "n_type_note",
 "id": "n_note_taxes_to_denise_2026",
 "createdAt": "1773136800000",
 "date": "2026-03-10T10:00:00.000Z",
 "body": "Taxes for 2025: the folder went to Denise yesterday, complete.\n\nThis year is the first in which Ray MUST take money out of his IRA.\n- The amount for the year is worked out by Pemberwick from the balance at the end of December and his age. Ask Tom Kittleson, not the custodian.\n- Tom is sending it in four pieces through the year, to our checking account, with tax already taken off each piece.\n- Per Denise: keep on with the quarterly estimated payments at the amounts she set in January. She will look again in the fall.\n- If the whole amount is not taken by December 31 there is a penalty. Tom has the last piece scheduled for mid-December. It is on my calendar as well.\n"
}

Source

personas/retired-couple/records/notes-2025-2026.yaml:558

- id: note-taxes-to-denise-2026
  kind: note
  about: [denise-opperman]
  date: 2026-03-10 10:00
  body: |
    Taxes for 2025: the folder went to Denise yesterday, complete.

    This year is the first in which Ray MUST take money out of his IRA.
    - The amount for the year is worked out by Pemberwick from the balance at the end of December and his age. Ask Tom Kittleson, not the custodian.
    - Tom is sending it in four pieces through the year, to our checking account, with tax already taken off each piece.
    - Per Denise: keep on with the quarterly estimated payments at the amounts she set in January. She will look again in the fall.
    - If the whole amount is not taken by December 31 there is a penalty. Tom has the last piece scheduled for mid-December. It is on my calendar as well.