Thank you for your response. How expensive are we talking about?! 🙂

Is it not possible to set up in 2022 with basic client data, and then use prior year return to make sure carryovers are input in the 'proper' fields and screens? If so, I can set it up and enter as much as I can and know how to, and then you can give it a once over. Would that be an option?

This is an individual return for a retired California resident. Mostly investment income and retirement benefits. Minor interest in a NY partnership, so there is a simple NY state return as well and then need to enter the 2021 end of year basis for that partnership.

Thank you!