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Thank you for the great explanation!  We are in Maryland.  I think your estimate on the federal return is pretty accurate to what I saw in TurboTax.  But for some reason, our state (Maryland), it was saying he would get less then $100??  We hadn't finished walking thru everything for him but it seemed odd that his Maryland return seemed so much lower.  Does that make sense?  

 

BTW, I only was curious about getting the FULL amount of federal/state tax back because earlier in the thread that was mentioned so I wanted to make sure I wasn't doing something wrong.  

 

I really appreciate this forum and your help!  Taxes are very overwhelming and confusing and TurboTax makes the process easier but I still like to make sure I'm not missing anything.  

 

Thanks again, 

Rob S.