If all this is too complex and you just want to get it done then send this series of documents to your Tax Preparer and ask them to figure it out.  They can follow the steps.

If you find you already know all this then congratulations, you are already among the best.

Action Step - Call for Help

There are times when talking to a person is more productive than trying to become an expert in a complex subject just to save a few dollars. Consider contacting our team at 408 884 9560.