abctax55
Level 15

@tambi 

Susan (sjr) already answered your question and told you your client doesn't qualify for any exclusion.

https://proconnect.intuit.com/community/tax-talk/discussion/1st-time-homebuyer-age-76/00/217364

I hope she got the advice she was given in writing - she might have some legal recourse against that advisor.

HumanKind... Be Both