So, I don’t yet have a question about taxes specifically, but I’m looking at helping my mother (who was a bookkeeper) do my parents’ taxes for the first time ever this weekend. She has always been more than competent with money and with math, but she’s on pain medication and, happily for all, recognizes that she may not be up to the task. I guess for now, I’m working on strategizing ways to help someone who is undoubtedly very frustrated about needing help with something that has been her area of expertise for nearly 60 years. She’s surely upset by it. I’m upset by it, because even though this is not dementia, it still is evidence that my mother is getting old. Logically, this makes sense - I’m getting old! Emotionally, it’s really hard.
So, we have a good relationship, but let’s just say we’re both strong-willed. The medication makes her easily frustrated. We’re both depressed and a little scared by the necessity. My dad knows almost nothing about taxes (she’s handled the day-to-day finances and he’s handled the investments for their over 50-year marriage), so he’s not likely to be able to help much. We’ll use software, probably TaxAct, and that’s new to Mom, too - she’s always done everything by hand. I can look things up on the IRS website with the best of them, which is a good thing since I’ve not yet handled RMDs for myself, but any thoughts on navigating the emotional minefield while doing fiddly new-to-me tax things will be welcome.