@Blank_Slate thank you very for you expressions. And I agree that going to a tax professional for the first time is often productive.
However, I would still suggest ( especially if you intend to prepare 2024 by yourself, that you buy the 2023 software and after the tax season is over and/or when you have time prepare the return yourself and match what the tax professional has done for you. This will not only increase your knowledge of the tax laws, the software but also provide you a basis for 2024 --- TurboTax for 2024 will suck all data from the 2023 and make it easier to prepare the 2024 return.
Namashkaram
pk
