Retirement tax questions

Thanks again for the tips Bill, my CPA had provided several pages of worksheets which largely just reflected the calcs from the forms anyway.  I'll create something along the same lines for the pertinent numbers.

It's not as though we're talking huge numbers here anyway !

 

If by chance you ever visit Lytham for the golf championships, let me know and I'll buy you a beer or two !

 

Best regards Tim