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Sounds 100% taxable to me. I'll be curious to see what you find and why the prior preparer only claimed a small portion.

... I became a landscaper. And I have the farmer's tan to prove it! We hired a crew for the front yard. We did the side door ourselves. The backyard is still a work in progress leftover from last fall. A little hardscaping is next (walkways, patio, etc.). Our life will involve a lot of watering over the summer, but we're as happy as we are tired. There will be a rose trellis on the right side and some evergreen bushes on the left. Our side door. A flagstone walkway from the driveway to the front door that follows the curve of the bed goes here.

Just looked it up. 3 years, 3 months and 15 days from the end of the calendar year (April 15th of the fourth year). After that it is lost. In your client's case, only 2019 and later will be added to their SS record. I learned something new today, I assumed you would get that credit as long as you filed the returns before you filed for SS benefits. Thanks for the post. Tom Longview, TX

Check this out to see if it helps https://www.berkshireelderlaw.com/life-estate-ownership

Some pensions are tax free if part of the contributions were made with after tax income. Back in the 70's, that wasn't all that uncommon for employees to contribute after tax money and the corporation to contribute before tax money. That generates a portion being tax free. That's what happened with my client and their pension which was rolled into other pension plans via a merger. The only way to figure it out is for the plan to tell you via their actuaries.

You can also get a transcript mailed via the IRS automated phone system.

My guts says it's 100% taxable.

So this is why @RitaB hugs 'em first.

3 open years, so 2019, 2020, and 2021.