Welcome to DU! The truly grassroots left-of-center political community where regular people, not algorithms, drive the discussions and set the standards. Join the community: Create a free account Support DU (and get rid of ads!): Become a Star Member Latest Breaking News Editorials & Other Articles General Discussion The DU Lounge All Forums Issue Forums Culture Forums Alliance Forums Region Forums Support Forums Help & Search

Personal Finance and Investing

progree

(11,944 posts)

5. And I found that using an accountant, and then checking EVERYTHING and getting it fixed

Reply to PoindexterOglethorpe (Reply #4)

Wed Mar 1, 2023, 11:59 PM

Mar 2023

took longer than using TurboTax. For 35 years I had used a tax accountant. Plus he missed some things that he would have never have known about if I had not told him first, like an obscure provision that I found about reading one of Ed Slott's books on IRAs. It was also news to a tax accountant that my sister used. Also by knowing the tax law, at least the parts that affect my situation, I can plan better, like the size of my Roth IRA conversion.

Edit history

Please sign in to view edit histories.

Recommendations

0 members have recommended this reply (displayed in chronological order):

14 replies

= new reply since forum marked as read

Highlight:

I filed my income tax returns. Yes, with TurboTax A note about printing [View all] question everything Feb 2023 OP

Been a TurboTax user for 20 years but they ANGER me MORE every year lostnfound Feb 2023 #1

I bought turbotax at best buy Crazyleftie Feb 2023 #2

As I posted earlier here question everything Feb 2023 #3

Personally, I use an accountant. PoindexterOglethorpe Mar 2023 #4

And I found that using an accountant, and then checking EVERYTHING and getting it fixed progree Mar 2023 #5

I am not sufficiently knowledgeable to check my accountant. PoindexterOglethorpe Mar 2023 #6

It's something I HAD to do in order for the taxes to get done right most years progree Mar 2023 #7

I have confidence in my accountant. PoindexterOglethorpe Mar 2023 #8

"I'm one who has benefited enormously from the recent increase in the standard deduction." progree Mar 2023 #9

Ahhh, my itemized deductions had gotten very low PoindexterOglethorpe Mar 2023 #10

I'm glad you managed to zero out one expense -- federal income taxes! /nt progree Mar 2023 #11

It helps to have a low income. PoindexterOglethorpe Mar 2023 #12

Same here. Some years, before online was available, when I had more money than time question everything Mar 2023 #13

Ya know... BWdem4life Mar 2023 #14