I did contact the accountant and ask if this was an intentional strategy or perhaps something he overlooked.... (without saying that I was wanting to perhaps take on the tax return this year)
he said: "I’ll look into it when I prepare 2022 and make any adjustments necessary. Thanks for bringing this to my attention."
To me, that says: I made a mistake but I won't say it....
**I also found a mistake in last year's return - that he forgot to tick the box for my Dad's K-1 as being his "final" return and he misspelled a beneficiaries name and address.
So at this point, I have no idea if it's a definitive error on his part or a method/strategy ....
any thoughts....guidance...suggestions on how to proceed?
😉 thanks!!
