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Thanks Ira and Peter for your replies. I think this is indeed one of those cases where I will encourage this couple not to rely on my free tax prep skills, as much as I like to help*. I know what I know and that's all that I know, and I don't know enough about that. Although I always enjoy learning and reading about new-to-me situations.


* One of my colleagues was charged $345 for tax prep last year. yikes. Single with one job, one apartment, W2 income of less than $40,000 with no investments, interest, IRA contributions. He could have used a 1040EZ. This year, I did his taxes for free. Took me 10 minutes. Well, not totally free. I did a get a nice cold Stella Artois out of it after we were done.
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