@karlos011 wrote:
3) print out the nearly correct return, manually add form 8997 and correct any necessary boxes on the unfiled printout.
4) file by paper mail
Relatively quick, easy, accurate and cheaper than starting with another tax professional??
It's not so quick and easy. It's not just a matter of adding Form 8997. "Correct any necessary boxes" means you have to add one or more entries on Form 8949, correct the totals on that form, correct the net gain or loss on Schedule D and recalculate Schedule D, correct Form 1040 line 6 and recalculate the entire Form 1040 below that line. And you are reducing your AGI, which could change various other adjustments, deductions, or credits.
