So, in the wee hours of the morning as I finished every scrap of paper that I have for our joint return, I realize I don't have anything from Morgan Stanley: my IRA distribution, my SEP distribution with QCD, and Steve's investment account. When I plug in last year's totals to see what's going to happen to our returns, we're going to owe a bunch! I leave an email for our broker and a huge note for hubby and get a little sleep. When I awake, our broker had uploaded .pdf files for me. Then hubby found our paper copies still in their mailed envelope in his basket of bills to pay! He'd opened it but stuffed the papers back in their envelope months ago. Hope he doesn't have any corrected 1099s in his bill-pay basket. Also, he has five pages of trades! Our broker can't get me an Excel today. I have Scan & Flow, but old scanner broke and haven't set up the new. I guess I'm entering totals only for each security and hoping for the best. All-in-One is also broken (just receives faxes but won't send or copy or scan to my computer or a flash) so I can't attach a .pdf. But, maybe I can cull the pages I need from the broker's upload... Tomorrow, I'll decide if I'm keeping hubby!! And, in November I'm shopping for a computer, copier, color printer, etc. At least I nursed my computer through this season and my black only printer for tax returns is OK. Toner and paper just now arrived from Staples. Now, if IL will accept a direct debit from a non-resident, I don't have to finish before the PO closes.