Carl
Level 15

Investors & landlords

Another option you have, is to pay the tax pro to complete the 2021 tax return for you. Then they provide you with a complete printout of the tax return that includes all calculation worksteets and forms.

Then, you duplicate that printed data using TurboTax (especially the form 3115) and e-file it yourself. Now I do not know if you can e-file with the 3115. You may have to print, sign and mail it. But I've never heard or seen anything indicating a tax return with the 3115 can't be e-filed. At this point, I am assuming you can e-file with it.

Then next year when you start your 2022 tax return, you can just import your data from the .tax2021 tax file, saving you the time and aggravation of doing it all from scratch twice.