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  1. Brat
    04-29-2018 01:04 PM
    Actually she was widowed several years ago, single. Did I use the wrong schedule?

    The numbers were tweaked a bit but SS and MRD were not because that impacted taxable income. The LTCG was a gross figure, not net so that figure will be lower. The investments out of her IRA were purchased years ago - several failed investment firms ago when she was dealing with her husband's terminal illness. It will be easy to document the status but she needs to dig out what she paid for them.

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