Message Font: Serif | Sans-Serif
No. of Recommendations: 0
*so add 63 to the spreadsheet for when to review things carefully. At least it would have been 63 for me.

So how do you know which tax return will be the one they look at? DH has a birthday in April, and will turn 65 in 2022. Should I be looking at our 2020 or 2021 tax return to figure this out? Maybe they will cover this when I go to the seminar next week, or perhaps I can ask, but I would not have guessed that they use the return from 2 years prior vs. 1 year prior.

Thanks for the heads-up.
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.