But where I am seriously stumped is that I don't know what of John's income is taxable and what is tax free:
- Is social security retirement (or social security disability if he gets it) taxed?
- Is his retirement income from his job as a state employee taxed?
- Is his private disability insurance taxed?
- The one I am pretty sure of is that his annuity income is taxed, as we bought that with untaxed money such as IRAs
I was thinking maybe I could get someone to help me with the form but after going through it once myself the problem is that I am going to have to go to several different people to get answers to different questions. I am grateful at least for a good online form that saves the information I entered and then prints out a list of questions I still need to answer.