I am helping my MIL after her husband died last year. She has plenty of money for her lifestyle. But this will be her first year filing single. Wow. That is hard to write. For taxes she uses a part timer that would be no help. But during tax time she will come over and sit down w/MIL and go over the docs.
We were meeting with her Edward Jones (don't ask) and asking about witholding. He currently has very little witheld. FIL was paying quarterlies. How much I don't know.
I asked her during that discussion if she wanted to do a pro forma just to see where she is and no surprises next April 15th next year. With the new tax changes the 2017 return may not help much. Any ideas? (Free is a very good price)
We were meeting with her Edward Jones (don't ask) and asking about witholding. He currently has very little witheld. FIL was paying quarterlies. How much I don't know.
I asked her during that discussion if she wanted to do a pro forma just to see where she is and no surprises next April 15th next year. With the new tax changes the 2017 return may not help much. Any ideas? (Free is a very good price)