thank you Marilyn. That was my logic as well since I have not itemized since 2021. I proceeded by not including that refund as it would have unnecessarily incre...
Thank you Champ. I do not itemize on the Federal Return as I dont meet that medical percentage. However, I input this information as it applies to my state retu...
Maybe I am overthinking it. Bottom line is my wife is gifting money to help buy the house. To do that I loaned her money from my portfolio line of credit I have...
I mentioned her 401K because that is how she is paying my line of credit back. In my mind, the taxes do not count but the actual gift amount would be the princi...
Thank you Mary for your response. Let me be more specific on the situation so you can help clarify.1. Wifes intention was to assist her daughter and future son ...
