My wife and I are both retired and drawing Social Security. Our combined income from SS is around $37,000. Our only other income for the year is her required minimum distribution from her IRA, which is about $2,000. We do not have enough deductions to itemize for 2018. Will we need to fill out the Form 1040 to accommodate the dividend and interest payouts from our retirement portfolio ( which is less than $1000 total payout) along with her RMD? Or will the short form accommodate for the dividends, interest and her RMD? Our combined total income for 2018 will be around $40,000.
