BobKamman
Level 15

My clients pay me for being honest, even if it hurts their feelings.  If a brain surgeon dies, his wife doesn't qualify to take over the operation even if she may have been a nurse in the operating room.  It is always best to decline work that is above your level of expertise.  Schedule D is not a complicated form, nor is Schedule A (where investment expenses, as @sjrcpa points out, haven't been allowed since 2017).