honestly70
Returning Member

After you file

These are some pretty substantial deductions and credits that are being rolled over from 2018 that my previous tax person did incorrectly. Without them, I’m going to pay a pretty hefty amount of tax. I was afraid if I claimed them without them being in the system from the previous tax docs, so tbere was a record of them somewhere, especially the credits, that it would cause problems w my return,  red flags.  Like, this person is making up credits and deductions so she doesn’t have to pay tax. 

my current tax person recommended I wait for them to go through, or file without them, pay the tax, then amend my 2019 and 2020 and wait for a refund.  I don’t want to do that, so I wait.