omni550

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.

I've heard of several situations similar to yours...where mature people find (and marry each other) after the death of their first spouse whom they nursed through a long illness. In fact, my ex-boyfriend's mother (who lives somewhere near you....in Silver Lake, OH), did this a four years ago at age 80!

I'm 67, never married (3 loooong relationships though), and wonder if Mr. Right will ever cross paths with me. One can only hope :-) says the hopeless romantic in me>

Congratualtions. I wish the best for you and the new Mr.!

Thank you, Omni! Yes, I was thrilled to learn about him myself. (Was amazed to meet a fascinating person who had weathered decades of illness with a beloved spouse. Truly a treasure to find!)