itonewbie
Level 15
02-08-2024
09:40 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If your client used TurboTax, ask for the data file.
If it's an accountant who prepared the prior year return, ask your client for permission to obtain the data file from the former accountant, who may or may not agree to release it.
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar