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*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.
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