Thank you for your reply.
We do live in a community property state. The rental house is in a NON community property state.
I am still confused about whether it would be better to file jointly or separately. I am not clear on:
What portion of my benefits are taxable? How do I delineate that from taxable income?
How do I manage the lump sum? I couldn't find the answer above.... I understand that somehow I can apply it to the years that the benefits where issued for. From June 2016 through July 2019.
Big question that would help me understand what I am doing is What line on my 1040 are they looking at for income eligibility for Medicaid?
If we can combine our income and deduct all expenses including the rental property we may be in good shape for 2019 provided that we can use adjusted gross income.
ok...... As I type this I am pouring over IRS forms and instructions and trying to ask marginally intelligent questions and my brain is turning to mush......
Can you recommend a CPA with infinite patience and speaks in small words....