First suggestion: In the online tax return, remains yet to be seen if we can solve the concerns (final reviews and errors etc.) with his upload (1099s) suggestion. One of my 1099's is 162 pages in pdf. Truth is, an advisor looking at his uploaded 1099 of mine, and me looking at mine, may be sufficiently out of sync with each other to hamper. I UNDERSCORE YOU SHOULD ALWAYS HAVE THE OPTION FOR AN ADVISOR - PENDING CLIENT ALLOWS - TO VIEW EVERTHING ON ALL SCREENS. E.G. I pull up my 1099 I have stored on my machine, and he can see it exactly as I, and my cursor in it pointing out anything. I have allowed full remote screen sharing and used it for 20 years with TT advisors, CD version to 2021 with Turbo Tax every time and have no problem with it. The 20 years I've used TT, I encourage and let each TT advisor be empowered to be able to see everything on my machine, that I will show them - and I end up showing quite a bit - doesn't take that long though if one's well prepared and I always try to be before calling the advisor.
Remains yet to be seen if this upload thing is sufficient. Certainly different though.
Another suggestion: In the online version, the display of final errors is tentatively unclean, imprecise and inefficient comparing to the CD version I'm used to: Specifically, in the CD version you can see each error in complete description, then see the next, using the skip feature. On your own. You can literally memorize your errors PREPARING MUCH, MUCH BETTER FOR YOUR FINAL REVIEW TALK WITH THE TT ADVISOR ON FIXING THE REMAINING ERRORS. Such capability is extremely valuable in that a person can, after seeing the specifics, THINK ON THEM AS LONG AS HE WANTS. Smarter folk will undoubtedly, having seen what the errors are asking, be able to fix a few. can this sav tim or whaat? MOST OF ALL, thinking on them, one can write down any questions, or think on things the errors said - only you know you - better than some advisor - and your situation - well, to a degree as pertains to the taxable you - you can write down e.g., after thinking, some place in your 1099 you think the particular error may be referencing, then bring it to the attention of the final TT advisor when he helps you with the errors and final review. I have encountered these very situations many times in the past, (using only the CD version for each year), bringing things I had thought of that might be pertinent to some error, to the attention of TT advisor in the last stretch. We needed this actually, in that some of the advisors in certain years were not that versed in stocks (I do a lot with them), and they stumbled quite visibly on some things I noticed. It depends on which advisor, to extents, you take up with. I've actually taught several of them something new about stocks - and they told me as much.
IOW's so far as I can tell with the online version, but I am new just this year to the online, both you and the agent beginning final review just blindly begin swinging at one error after another, client seeing them for the first time too. This may just boil to implementing having the errors neatly arrayed, ESPECIALLY THE SKIP FEATURE, you can "memorize" all your errors, then go consult the TT advisor. You'll have much more to contribute. In the long run, the time these suggestions could save in operations would add up huge.
Oh, 1 more thing, this forum: I wrote the above in MS Wordpad first ( in case lose it, since no save feature). When I paste it in, the 4 paragraphs are all jammed together, have to eye the lines for each paragraph start, then carriage-space them to separate. Too tedious and inefficient. Please find a way to allow it to be pasted in as written from these rather standard word processing apps.
