@ZeroBadCooks wrote:
@Opus 17 Yeah, that's what I am trying to get at, and I agree I need to ask what the tax preparer he can do.
The preparer charges per form, so he is charging about $600-$700 for just federal and state income taxes, which is the 1040 plus whatever state forms needed. This is basically just my U.S. employment.
I am trying to figure out if I can do the basics, save the $600-$700, and have him combine it with his work and file the package.
I really don't mind paying whatever for TurboTax if I can figure out an easy way to share my work and save the money. So, I think I have the data file, a PDF, and it's also been suggested that I create a unique tax account and share the login info with him if that works.
Talk to your pro, but if you have other forms that change the 1040 you prepare yourself, I expect the preparer will charge you something to revise the 1040. They also probably aren't going to put their name to something that they didn't work on, so if you insist on preparing some forms yourself, they probably at a minimum would refuse to guarantee their work.
If you make a Turbotax online account with your tax info that you share with the preparer, that will be no different than what I outlined above. They would be able to download your data file (assuming it can be imported into their system) or they can save the return as a PDF (but only after paying the fee).
