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After you file
Mike, thank you! You had me look at something which had bothered me.
Line 5a is blank, Line 5b has both, my Pension AND my late husband's Pension!! For some reason, it was
combined. Now what do I do? When I spoke with the IRS Agent, she looked at THEIR papers and said
true, it is NOT included. So now I need to respond, say I agree and it will be worked on. That also means
that I would have to pay this amount of $4,475.00 which they added to the total.
I am overwhelmed and that is an understatement.
Mike, since you seem to be very informed, do you have any advice or suggestion please?
May 8, 2023
5:35 PM