jeffmcpa2010
Level 11
02-28-2022
07:48 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
In my opinion, it is the Professional Tax Preparer's responsibility to review prior information for any necessary carryforward information from prior years that is needed for proper preparation of the current return, not the tax preparation software's. Carryover information provided by software is a convenience, but should never be considered complete, comprehensive or accurate.
I don't believe that I would attempt to prepare a tax return without having the previous return by my side to compare to the current. Having the prior return to refer to should alert you to the need for the 8915-F to be completed when/if it becomes available.