BillM223
Expert Alumni

Deductions & credits

"Maybe a statement included with the tax return would help."

 

I would say, "no". Mainly because the IRS is so backlogged with paper returns, and the backlog is not likely to disappear even by the end of this year.

 

While there are certain places in TurboTax where you can add PDF files or ad hoc statements, this is not everywhere, so you would have to print and mail your return. Even the IRS really wants you to e-file so that you can get your refund back in a timely manner.

 

So do collect all your notes on this issue and put them in your tax file, in case anyone ever asks. You have tried to adhere to the tax law as best as you could under the circumstances. In some cases, where the path forward is not clear, that is the best you can do. 

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