@ZeroBadCooks wrote:
@pk I am not worried about what forms are being filed, as they are all correct as the situation has been analyzed exhaustively by several CPAs at this point.
I am really trying to figure out how to best share the 1040/state forms for IL with him so he can complete it. So far I have the PDF, the data file, and perhaps sharing a login for a one-time TT account. I will give him all of the options and see if any work, as I'd like to save the $600-$700 he is charging for federal + state filings.
The other route would be for you to pay for the preparation of the foreign forms and then finish your tax return yourself. You may need to make manual entries to include the foreign income without using the Interview. Manual entries require using the desktop version installed on your own computer from a CD or download that you pay for in advance. Depending on the entries you need to make, manual entries may block you from e-filing and may void the Turbotax accuracy guarantee. You would be giving up a lot of protection to save a few dollars.
