TAX Time Tune-up

Tax season is upon us. As a 6-year volunteer for the AARP Tax Aide program, I offer some information about our program and a helpful link from the “Your Money Advisor” section of the New York Times.

And this just in: 

The IRS has been working fast and hard to implement new tax policies that may assist those who suffered from losses due to the hurricanes in 2017. If you live in an area (or lived at the time–in case you moved) that was declared a federal disaster area, and you suffered economic losses for which you were not compensated, there may be some tax relief for you. Casualty Losses are out of scope for the Tax Aide program, but if you took money out of a 401K or IRA to cover damage or housing expenses or if you lost income from work, there may be options that can help you. See a tax counselor or go to IRS.gov for more information.

AARP Foundation Tax-Aide celebrates its 50th anniversary in 2018

Beginning February 1 and continuing through April 17, AARP Foundation is providing free tax assistance and preparation through its Tax-Aide program. AARP Foundation Tax-Aide, celebrating its 50th year, is the nation’s largest free tax assistance and preparation service. Over the last 50 years, we’ve helped more than 50 million taxpayers get the tax credits they deserve.

To find a Tax-Aide site or more information, including which documents to bring to the tax site, and a list of locations, visit aarpfoundation.org/taxaide.

 Here are a few highlights about Tax Aide:

  • While the program is especially geared to help low-income older taxpayers, all are welcome.
  • Some returns may be “out of scope” for our volunteers due to complex tax laws, or limitations within the software, or available training for Tax Aide counselors. Each site reserves the right to determine whether a return is within their abilities to file it. Tax Aide is funded in part by an IRS grant specifically for Efiling returns. The program does not prepare “sample or draft” returns or paper returns.
  • There’s no fee and no sales pitch, and AARP membership is not required.
  • Tax-Aide started in 1968 with four volunteers working at one site. Today, nearly 35,000 volunteers serve in almost 5,000 locations in neighborhood libraries, malls, banks, community centers and senior centers, in all 50 states and the District of Columbia from February 1 to mid-April.
  • Tax-Aide volunteers identify credits for taxpayers — $222 million in Earned Income Tax Credits (EITC) in 2017. Communities benefited from the $1.3 billion in refunds taxpayers gained in 2017. Taxpayers also avoided any tax preparation fees and pitches for high-interest tax credit or refund loans.
  • The program goes where community residents are; assistance is provided at community and neighborhood centers, libraries, schools and other convenient locations.
  • No matter the changes to tax codes or laws, Tax-Aide provides a trusted service.
  • Tax-Aide volunteers are trained and IRS-certified each year to ensure they know about and understand the latest changes and additions to the U.S. Tax Code.
  • There is no Tax-Aide without volunteers. Tax-Aide volunteers are essential to the program. Each year, nearly 35,000 volunteers run the program, from greeting taxpayers to preparing taxes.

 OF MOST IMPORTANCE FOR THOSE WHO USE OUR SERVICE:

  • BE PREPARED: Bring photo IDs for both Taxpayer and Spouse (if applicable) and Social Security cards or ITIN documents for ALL people included in the return. Keep in mind that if you are “Married Filing Separately,” you will still need your spouse’s social security verification. It is always helpful to bring a full copy of last year’s tax return.

CHECK OUT THIS LINK FROM THE NYTimes for more tax season information: 

Living in the Painful Moment

Breathe and release. Catch and release. Feel the pain. Release.

Comfort1

Living with chronic pain in the new year overtook all intentions to create a serious list of resolutions, a mindful sense of purpose for the next many months. Instead, I amend my daily to-do-lists in new ways.

Do I need to take all those steps down the grocery dairy aisle? Can we survive another day without yogurt?

When writing lesson plans for training classes, I consider how long I will stand at the computer, clicking forward through powerpoint slides. How long must I perch atop those brutal folding metal chairs? More classroom breaks, more often!

I choose to drive or be the passenger based on which leg or hip is aching more. My right side? I willingly relinquish the car keys. My left side? Move over and let me drive, please!

If ever I failed to empathize appropriately with anyone experiencing pain of any kind, I beg forgiveness.

The Dali Lama proposes: “Pain is inevitable; suffering is optional.”

I imagine my physical therapy regimen will require pain. I will be coached to push through it, to conquer the suffering and get to the other side. My new orthopedic doctor diagnosed me with one x-ray and three pokes of a single finger–once to the fleshy part of each hip, once to my lower back. The doctor stated he was referring me to his partner, a spine and bursitis specialist, to treat me for severe arthritis in my lower lumbar region and bursitis in both hips. I had thought an old muscle injury flared up. I was wrong.

Humbled, I remain hopeful. I explore my tolerance for things outside my control and re-acquaint myself with the adage that it’s not the pain or the suffering as much as how you respond to it. So there lies my resolution, my aspiration.

Feel the pain. Release.

Let it be enough

Christmas mouse

Wishing you all warm memories this holiday. On Christmas Eve, our kitty held court over us as we lounged in our reading chairs and ottomans, reading books and watching Christmas movies. The mouse on the tree taunted her as do the chirping birds in cages whom we supervise while our son works. We ate leftovers for dinner. Leftovers!

Phone calls and texts from friends and family far away stand in for their physical presence–the joy of having your life long best friend text you “Merry Christmas” the moment you open your eyes–becomes the new tradition. Later, we talked on our headphones as we worked in our kitchens, a thousand miles apart.

These “virtual” memories, as real as those long-distance phone calls charged-by-the-minute when we shouted greetings to our grandparents, suffice for now.

Giving thanks for the day, for the light sparking on the lake. Let this be enough.

Christmas tree and cat

It’s Not Helping

An interview in the New York Times with playwright/satirist/director Robert O’Hara encapsulated the trajectory of my year–the intent of my December 31, 2016 resolution–with this statement: “Being private is not helping.” Sadly, I did not articulate my goal to become an advocate of change nearly as clearly. But that is the gist of it: be outspoken, out there, real, loud, visible. Granted, as a people-pleasing, conflict avoiding, occasionally passive-aggressive introvert, my out there may not be very loud.  But my ears ring and my palms sweat as soon as I hit that “send” or “publish” or “post” button.

Hubris does not drive me. I don’t think I have any better ideas than the next person about how to fix the tax plan, prevent mass killings, or safeguard medicaid and social security. But I have found that avoiding discourse, NOT talking about what is going on around us is not helpful. For years, the general rule has been, “don’t talk politics” at dinner, in the grocery store aisle, in the back yard with your neighbors. Wrong. Talking politics is exactly what we should be doing, and values, and  how we voted and why.  And religion. Yes, we should talk about religion. How else will we understand our neighbors, the Muslim owner of the local deli, the Vietnamese manicurist, or the banker from Ghana who processed our car loan?

I live in a small town where I am in the minority: I don’t own a gun. I would benefit from better understanding why my neighbors do. Then, perhaps, I can advocate for gun control more effectively.

My next New Year’s resolution is more of the same, because being private is not helping. Explore your discomfort zone, people. A diverse, collaborative society does not happen unless everyone shares their views. Listen. Listen loudly.

Well-Seasoned Greetings

After a day and a half of sifting and chopping, the friends and family holiday treats sit ready on our kitchen island, awaiting delivery. I took a few shortcuts this year, eschewing the Santa’s Whiskers and Slovakian Butter Cookie cut-outs for good old Toll House, and I bought fudge for the first time. Sorry, Mom–nothing compares to your carefully crafted “Millionaire” version. But the Apple Bread remains. The scent of cinnamon and apples perfumed our home while Christmas carols performed by country artists serenaded us. I measured and stirred, seasoned and baked.

This morning, assembling cookie tins, portioning salted caramel brownies, and wrapping moist loaves of apple bread, I remembered all the moments of the past year, sweet, savory, salty–the taste of fear and disappointment, the surprise of joy, the comfort of waking up to tomorrow, the scent of forgiveness.

May your holidays allow you time to reflect, provide a taste of memories to come, and infuse you with joy.

Whisking your way through the holidays

My husband and I met while I was making the last batch of hollandaise for the last plates of eggs benedict served at the last Sunday brunch on the last day I co-owned The Purcellville Inn in Loudoun County, Virginia. I hated him on sight.

Out of admiration and in perfect innocence, David had made his way through the service doors in the main dining room, down the stairs, and into my kitchen. As I stood whisking clarified butter and tears into a cloud of egg yolks, I listened incredulously to him extoll the virtues of a good hollandaise.

“Where does this guy get off?” I wondered. “And when will he leave?”

Unaware of my disdain, David thanked me for my time, wished me luck in my new endeavors, and ambled his way back to his table.

Eighteen months later we met again, in the copy room of a law office near the White House where the catering company I consulted for set up a remote kitchen in preparation for a swank Christmas party. David was to be our “fireman” and general dog-body trouble shooter. Ironically, he did put out a fire that night caused by a food hotbox overheated by sterno tins. He ordered my catering partner to stand atop a chair. As she held her apron aloft, fanning the fumes away from the smoke alarm, David smothered each flaming can of fuel. I whisked boiling cream into dark chocolate for dessert fondue, thinking, “Maybe this guy’s okay.” Six months later, we fell in love.

Last year, we bought our first pre-lit, slowly spinning Christmas tree. I no longer have to worry about where to put my favorite Christmas kitchen ornament. The small beribboned whisk rotates into view every ninety seconds or so. I remember my tears dropping into the hollandaise, and how lucky I was to find my true love through sorrow and fire and food, whisking my way to happiness.

May you stir up a little love and joy this holiday season.

the whisk and the blue icicle

Lions and tigers and bears on and under the tree

Polar Bear

On our first Christmas in the first home we owned (our fourth Christmas in Florida), a co-worker gifted each of our children with a stuffed bear.  She handed the smaller package to our youngest child, Ally.  Matthew waited patiently for his younger sister to unwrap her package, taking delight in showing her how to press the belly button on the little fellow. A holiday carol played. When Matthew unwrapped his somewhat larger package, a simple ribbon adorned his bear, instead of the festive tartan plaid vest and bow tie worn by Ally’s bear.  Ally reached out and christened Matt’s toy “Bearsy!”

As children do, they swapped presents and both bears sat beneath our Christmas trees for years to come. Little bear eventually lost his bow tie, and who knows what happened to the vest, or when the carols stopped playing. As the older child, our son lost interest in little bear early on, but Ally had love enough for both, as well as all the stuffed animals to come. She never slept or traveled without a bear, finding comfort in her dreams and waking moments.

Only Bearsy survives. I found him this summer in a bin of clothes and shoes Ally gave me her okay to donate when I cleaned out closets. With his coat worn smooth, his nose shined, and new satin ribbons tied round his throat, he once again sits beneath our Christmas tree. Perhaps, he will strike up a friendship with the little bear ornament we picked out years ago, an echo of old friends. Ally won’t be home for Christmas this year, but Matthew will be here to help celebrate and reminisce about Christmases past, and a little blue-eyed girl with blonde curls who loved her bears.

Bearsy under the tree

Hallmark Moments, TV Pablum, and Star Wars

I think I’ve somehow gained five pounds. Since Thanksgiving. This does not bode well for the rest of the holiday season. I am overweight, but my weight is stable, and my diet is generally healthy: almost no processed food, low salt, made from scratch cooking, mostly fresh. We follow a gluten frugal diet and rarely consume sugar. Frozen items are fresh foods I portioned and wrapped and froze myself. I hydrate appropriately. I frequently get up from my computer and move, although the steps-tracking app on my phone has disappeared somehow.

To what do I have to blame this aberration? The Hallmark Channel. I confess, I am becoming a TV Pablum aficionado. Is there a twelve-step program for sappy movie addicts? Taking a break from the NY Times, NPR talk radio, the check-out-line-shouting headlines, my husband and I watch Hallmark or Lifetime or Hallmark Mystery. Our typical Sunday night routine? I indulge in the import PBS series of the season: currently Outlander, snuggled deep in bed pillows with the cat. My husband lounges in the living room channel-surfing between Gears, and Diners, Drive-Ins and Dives, with the occasional foray over to House Hunters International or Property Brothers.

This season? All Hallmark all the time. The cat now executes her “thunder runs” up and down our thirty-foot hallway, trekking between the two rooms, the two TVs, and her two glazed and numbed caretakers. Oh, that’s right, we are not cat owners, we are staff.

We took a little break last night, pulling up “The Force Awakens” from On Demand in preparation for the latest Star Wars new-movie-issue due out on Thursday of this week. On this viewing, my emotions did not rise at the playing of the opening theme music. Nor did my heart quicken at the first appearance of Han Solo, or when the fighter pilots made their last-ditch approach to take out the planet-destroying-death-gizmo. Instead, I teared up as the little droid BB-8 entreated R2-D2 to come out of hibernation. I sniffled when Daisy hugged Finn for rescuing her. I sobbed when Han and Leia’s son struggled between the pull of the Force and the Dark Side. In other words, I experienced my Star Wars Hallmark movie.

Somewhere, deep in my pantry, I harbor a Star Wars Millennium Falcon cookie cutter. Time to soften some butter and grate some ginger. I wonder if we have any molasses? Maybe tonight, Hallmark will show again that film about the baker’s niece who has to resurrect the annual Christmas Eve cookie competition and rekindles a long ago lost love? Maybe if my husband and I watch the same movie, I can get some steps in by chasing our cat on her thunder runs down the long hallway. Better yet if I can avoid eating the cookies.

Wishing you all a merry Wookie holiday.

GLUTTONY: Home, Where Gluttony Knows Your Name

Wyn’s Texas Tacos–generations follow and enjoy.

(This post was originally published on the Gloria Sirens blog in July of 2014)

Essence of fresh ripe tomato and homemade sauce mingle with garlic- scented meat and rendered fat as I bite into tender, yet crisp, tortillas. Having mastered the art of slurping with each bite of taco, I avoid the rivulets of juice running down the wrists and forearms of family and neighbors during a dinner of Wyn’s Famous Texas Tacos.  This remains the only meal in which the paper towel roll sits center table, elbows may perch beside plates, and tongues may lick fingers.

garlic and tomatoes

As the daughter of an army officer and an army officer’s well-schooled-in-all-things-protocol wife, I remain devoted to table manners and table settings. Stacks of folded cotton napkins line buffet drawers, ready to set the table for every meal, adorning a color coordinated placemat or tablecloth, of course. The sterling silver flatware presents itself for use most weeknights and the bread basket waits.

But not on taco night. Throughout my childhood, tacos ruled as the most coveted dinner invitation in the neighborhood. Our mother cooked a lovely leg of lamb, an unctuous rib roast adorned with a mustard and herb crust attended by golden Yorkshire puddings, a pot roast served up with buttery whipped potatoes so cloudlike in their china bowl I never knew if the moisture in our father’s eyes resulted from the rising steam or tears of food love. Tacos, however, claimed all the glory, inspiring debates about preparation techniques, garnishing strategies, and the gauntlet of gluttony: who would eat the most tacos tonight and break the family record?

Tacos

Mom fried tacos under any conditions, a Sisyphean challenge at many of our Army postings, battling the mid-twentieth century frozen, canned, pre-packaged food wasteland. Before the explosion of Cal-Tex-New-Mex cuisine, before margarita-fueled two-for-one-taco-night cantinas, before food truck pods, street food carts and celebrity chefs, our mother, Wynelle, would strap on her ruffled apron and send my father in search of tortillas. During the brief periods we were home in Texas, Dad navigated dusty dirt roads on the far side of town, past the water tower and the tracks, scanning for that solitary woman or a cluster of mamacitas gathered around a wood-fueled fire in the yard. They sat rolling balls of masa between plump palms, flattening them between their knees, the slap slap of their thighs accompanied by the splat of tortillas thrown onto the hot flat stone.

tortillasamano

The roasted corn smell as it wafted off the rock remained a sensory food memory for both my parents, the one thing my mother craved during pregnancy, the scent of fresh tortillas honored and ritualized by my father after finishing his first taco at dinner: “Mmph,” he would snort, then sigh, then sniff, then pause. Then he would reach for another.

Tacos, gluttony knows thy name.

Nina and the Snakeslayer

Remembering Purcellville and the farm house years.

(This post was originally published on the Gloria Sirens blog in August of 2014.)

As roommates go, Mark the Stonemason possessed many qualities to recommend him, none more crucial than being the recipient of my friend Charlotte’s love.  Mark could size up a stack of rocks and envision paddocks bounded by fieldstone walls, multi-chimney houses with corners cleanly pointed, broad sweeps of terrace overlooking natural streams, the swell of the Blue Ridge in the distance. “Good color,” he would say, or “more slabs,” while clients whipped open their checkbooks, restoration ready. I would leave home to cater another wedding and return to new porch steps erected off the kitchen in shades of blue granite, the errant crumbling fireplace surround freshly mortared, the back garden neatly spaded and odorous with manure hauled from the decrepit dairy barn.  Yes, as roommates go, Mark did very nicely when we moved as mere acquaintances into the century-old farm manager’s house sprawling creek-side at Oak Knoll Farm. But the bonus prize turned out to be Nina.

rottweiler

Having spent my youth mourning the loss of sibling long-haired dachshunds, transported swiftly by my father to his grandparents’ farm in Illinois when a series of scratch and swipe tests pronounced me allergic to nature and all its occupants, I was thrilled that Mark came with a dog.  Ninety-five pounds of jowly, muscular Rottweiler, loyal and well-trained, Nina balanced calm and menace, ever obedient to Mark and those Mark deemed deserving. We passed long winter evenings after dinner by firelight, Charlotte and I deep in books while Mark crouched beside Nina on the oiled floorboards, his fingers plucking ticks from Nina’s ears and burrs from the folds of her great neck.  In good weather, Nina accompanied Mark to work, waiting in the yard anxiously every morning for Mark to drop the tailgate on his truck and say the words she longed for, “Nina. Come.” In less than good weather, Mark left Nina home with me. Charlotte often called later to say Mark would be staying in town with her and would I be okay with the dog?

Once the winter holidays passed, catering jobs thinned substantially. While I polished and wrapped and stowed silver platters into the built-in cupboards of the kitchen anteroom, Nina slept at my feet, guarding the threshold. Her footpads dropped quietly behind me when I moved about the house, crossing the sagging kitchen floor of the original log wing, through the adjoining knotty pine entry room that served for dining and into the high-ceilinged living room, the wainscoting and tall windows a counter-point to the humbleness of the kitchen.  Whenever the old furnace shivered awake, Nina echoed a growl, and I would take her outdoors and check the oil level in the buried tank while she attended to her toilet.

The house stood upon a low rise at the back of a thirteen hundred acre working farm, the land rented out by a farmer the next town over to graze his cattle and grow feed for the herd. The silence, the isolation, the lack of any form of light at night other than stars in the sky, the rumble of the furnace, the moan of the cattle, the occasional snorts and exhaled whistles of the dog sleeping by my bedroom door—no newly-divorced woman could have been ushered into a newly-single state with more comfort, more safety, more gentleness.

Spring arrived not so gently, flowers and bushes busting out new growth amid the rains and mud, our circular driveway sluiced with gravel, runny clay and who knows what kind of leavings drifting across the puddles from the old dairy barn.  The front door stood open most days as we mopped muddy tracks and swept decomposed leaves back to the yard. One bright morning, Charlotte lingered on the raised landing of the dining room entryway, talking to me across the lower expanse of the kitchen, dressed for lunch and shopping with the girls, awaiting the arrival of her ride.  I turned from the stove to see a five foot long snake spiral up behind her, threatening to strike.

black snake

I dropped my voice, parsing my syllables carefully, “Charlotte. STOP. Don’t. Ask. Move-to-me-now. Slow. Steady. Now faster.  Don’t look around. Snake!”

She ran to me as I noticed Courtney’s car pull-up to the sidewalk.

“Quick Charlotte, go out the back door to the spring house where we store the yard tools. Grab the shovel and hand it to me through the kitchen window. I’ll warn Courtney not to come in the front door.”

I dashed to the window, hauled up the groaning sash and punched my fists through the plastic covering adhered to the frame, our budget-wise wintering solution to no-storm-windows-in-an-old-house.  I hollered, “Courtney, don’t come in. There’s a snake in the house!”

I heard the slap of Charlotte’s espadrilles as she rushed through the damp grass. She thrust the handle of the shovel over the window ledge. I urged the girls to go, assuring them I would be all right.  Watching them drive away, I remembered Nina left with her master that morning. And I was alone in the house with the snake.

“Ok, old girl,” I whispered to myself. “You can do this.”

Wearing thick wool socks and chef’s kitchen clogs, I figured my feet and ankles sufficiently protected as I advanced the length of the kitchen and anteroom, pushing head and shoulders first into the front room, shovel balanced across my open hands. No snake. I leaned around the stairwell landing, scanning the treads and glancing into the living room. No snake.

“Hisssssss!”

My feet swiveled in my clogs, a toe-dancer sans toe-shoes, as I reared up ready to thrust and swing. No snake.  Rather, there in the entry room, stalking along the hot water baseboard heaters with deadly intent, hunted George, my semi-runaway anti-social, don’t-even-think-about-petting-me yard cat.

“Okay, old boy,” I urged him. “We can do this.”

One register at a time, George tracked, back arched, orange rows of hair standing vertical, spitting as he prowled, then stopped. I balanced my stance and with measured motions pushed the point of the shovel into the gap at each end of the register. Pop! Snap! The front cover fell away to reveal a sweaty water pipe. No snake. George advanced to the next register. I summoned my inner Sigourney Weaver, shovel gripped tight to my abdomen, ready to blast The Alien beast.

Ripley armed for battle

George hissed again as I wrenched off the next register cover. The snake coiled itself around the water pipe not unlike the movie’s monster curled against the ceiling of the escaping space pod. With George as my wingman, I pried the creature loose, laid the snake forcefully out on the floor and smashed its head with the shovel.  George and I marched out the front door, snake held out before us, the body hanging limp over the end of the handle. I launched that snake far far out into the high grass, towards the pond and away from the house.

Later that afternoon the tailgate slammed and Mark called my name from the yard. He had taken Nina for her constitutional out in the fields and returned to the house, I supposed, ready for another cooking lesson while I prepared dinner. But that was not Mark’s intent when I met him at the front door. Nina stood behind him, the dead snake in her jaws.

“Wendy, is this the snake you rescued Charlotte from this morning?” he asked. “Wendy. It’s a black snake. Black snakes are our friends. They kill barn rats and field mice. No way was Charlotte in danger.”

“Whatever,” I replied, wiping my hands on my apron as I returned to the stove. “But get rid of it, please. I don’t want that thing in the house.” I motioned to the door, “Nina. Out!”

After dinner, George crawled up in my lap while I sat reading. He purred, kneaded my thighs, flipped over and bestowed upon me the ultimate gift, baring his stomach for a good scratch. George dined on tuna that evening, not field mice. And not snake.