SandraM:
Thanks for the post. This is my 1st yr in retirement & sorting out how to not be taxed on my retirement income was not working. With these steps, there was a $5K swing in secords, from owing to a refund.
Turbotax, there was no real instruction/guidance on how to do this. I get that this is a very small percent of users w/this situation. That being said, you could have done much, much better.
