One more question:
First off, thank you very much for your reply. I just want to make sure I am thinking about this correctly.
A few pages after the one described above is a page: "Tell us about your 2016 Income". (Note: I also completed the same pages for 2017 and 2018 also)
Enter the following from your 2016 return.
Adjusted Gross Income: Our AGI includes both mine and her incomes so I put down the AGI from our 1040, correct?
Tax-exempt interest in 2016: We did not have any.
Taxable Social Security Benefits from 2016: I put "my taxable" Social Security Benefits for 2016 in this box, correct? (Naturally, my wife did not have a SSA-1099 then.)
