12 lines
3.6 KiB
Org Mode
12 lines
3.6 KiB
Org Mode
* DONE Get documents from Harel (הראל) — filed into tax-returns/<year>/Harel/ for 2017-2025. Harel pension 2017-2019 (IDF career service, explains old Phoenix-pension "gap"). Harel career-military study fund 2017-2025, continuous. Ruled out as the pre-2025 source of the Mor money.
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* DONE Resolve Phoenix gap: pension fund annual reports "missing" for 2016-2018 — RESOLVED, was Harel (IDF career service), not a real gap.
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* DONE Get documents from Analyst (policy 11354243) — filed into tax-returns/2025/Analyst and 2026/Analyst.
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* DONE Figure out which institution held the Analyst money before its 2025 transfer — RESOLVED via tax-returns/2025/Analyst/טופס העברה מאלטשולר שחם.pdf (Form 1032 transfer request): source was **Altshuler Shaham** (אלטשולר שחם גמל ופנסיה בע"מ), fund "אלטשולר שחם גמל לבני 50 עד 60", account 43064837, transferred 23-24/07/2025.
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* DONE Ask mother for Altshuler Shaham (אלטשולר שחם) documents/history for the child-savings account (account 43064837, transferred to Analyst 11354243 on 23-24/07/2025). User's mother opened the account originally and is the one who will actually be able to get the info/statements from Altshuler Shaham — not something to chase through the broker or Downloads. User believes the money likely sat there since the account's vintage date (05/05/1994) essentially the whole time, i.e. close to the full ~30 years, though not yet confirmed by an actual document.
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* DONE Figure out which institution held the Mor provident-fund money (קופת גמל, employer גיטה טכנולוגיות, tax-vintage 01/10/2018) before the 28/07/2025 transfer into Mor (exact transfer-in amount: 101,603.71 ₪ — עמית תגמולים 32,186.97 + מעסיק תגמולים 26,636.30 + מעסיק פיצויים 42,780.44). RULED OUT so far: Harel (wrong employer tag) and Migdal (amounts don't match — 85,802.45 ₪ withdrawn from the two Migdal study-fund accounts vs 101,603.71 ₪ transferred into Mor; also structurally impossible, since study funds never have a "מעסיק פיצויים" component and the Mor transfer-in explicitly includes 42,780.44 ₪ of exactly that, so the source MUST have been another קופת גמל/provident-fund-type account with both תגמולים and פיצויים, not a study fund). No confirmed candidate yet — ask the broker (שגיא יוגב) for the specific Mor ניוד confirmation, or check ~/Downloads and ~/downloads for a similarly named "טופס העברה" file tied to Mor/1291666.
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* DONE Get documents from Clal (כלל חברה לביטוח) for the pure-risk life insurance policy 4672059 (since 01/08/2025). Low priority — no investment/accumulation component. Not the same as the already-excluded Clal car-insurance file.
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* DONE Resolve Phoenix gap: life insurance policy 3766373017 detailed annual reports missing for 2020-2023 (have 2018, 2019, 2024, 2025).
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* DONE Resolve Phoenix gap: pension policy 7189612018 ("כללית" / marketed as "הפניקס פנסיה משלימה") missing annual reports for 2024 and 2025 — only have Q1/Q2 2026 quarterly reports so far.
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* DONE Decide filing convention for tax-returns/7391_15_12_2024_13_08_23.pdf — an Israeli Form 106 (annual employer tax/withholding certificate, ~W-2) for tax year 2018, employer גיטה טכנולוגיות, via payroll processor Hilan. Currently loose at project root.
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* DONE Decide filing convention for the root-level "Streamline ..." PDFs (accountant's Streamlined Procedure engagement letter, client checklist, items-to-bring list, all dated "2020-2022"). Currently loose at project root.
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