rjs
Level 15
Level 15

Get your taxes done using TurboTax

It seems like the easiest thing to do would be to ask your accountant for the information tomorrow (Monday). And ask the accountant to return your original documents to you. They can keep copies. Keep all your tax documents, and a copy of your tax return, for at least 3 years. Don't rely on being able to access any information from the accountant three years from now. Unexpected things happen.


If you used TurboTax to prepare your tax return yourself, why does the accountant have any of your papers? Why do you even have an accountant?


A joint tax return only shows total income for both spouses combined on the tax return itself. If you have a PDF of your tax return that includes all worksheets, it contains a worksheet for each W-2, which should give you the information you need. If the PDF that you have or download today does not include all worksheets, I don't think you will be able to get it until TurboTax Online comes back up in December. It might only be a week or so until it comes up.