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Wow, thanks for the quick reply, Mindy! I will go over to their home tomorrow to try this.

 

One question though. You say to enter their earnings for the first 3 quarters - their earnings are from social security payments and their 401k.  Should we take the total payments for the year and divide by 4, then enter that amount for each quarter's earnings? If so, do we do the same for deductions (they take the standard deduction)? I hope this question makes sense, considering I can't see their info until I get over there tomorrow.

 

Thank you.