Quote:
Originally Posted by Gigi3000
My situation is quite simple. I have no other income currently. Haven't collected SS yet. I'm 64. Vanguard is it along with my small bank balance interest which might hit $8 this year. My expenses are minimal. I keep things simple or try to.
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If quite simple.............I would say no.
TT asks a lot of questions and walk you thru the process.
The year-end tax forms provide information regarding taxability and exemptions.
Worse case.........try TT early in 2024, if you hit a wall, sniff out help......either TT or a local body.