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After you file
The CPA certainly DID use data from our decades of TurboTax use, because I sent PDFs of the previous 3 years, plus included paper printouts of those years. It was a lot, but he did not need to ask us for any additional information to complete our taxes, specifically because we used complete TurboTax PDFs of those three previous years. Those PDFs included data which reached back over 10 years, too.
So the only solution is to start fresh with decades of very important data missing?
Or will anyone from TurboTax be capable of assisting us in this effort to get back on track? We have no plans for any future investments, no real estate (home paid for since 2008), and nothing that should require any help from a CPA.
‎January 5, 2023
2:19 PM