newmillionaire
Dryer sheet aficionado
- Joined
- Mar 14, 2008
- Messages
- 29
Trying to leave my good CPA who has raised his price too high.
I have not filed my own taxes in 25 years because I used to own a business (corporate returns) and just used the same CPA to file personal returns.
I want to file myself this year via TurboTax. I do not itemize and I have Vanguard and a few smaller bank accounts. The good news is I can import Vanguard statement.
Question: will I need to refer to last years tax return much? What will I need from it?
My old returns are in PDF form and my guess the CPA used a professional tax filing program. From what I read is importing PDFs to .tax files will not work so I will need to enter any needed information from last year's returns manually.
I have not filed my own taxes in 25 years because I used to own a business (corporate returns) and just used the same CPA to file personal returns.
I want to file myself this year via TurboTax. I do not itemize and I have Vanguard and a few smaller bank accounts. The good news is I can import Vanguard statement.
Question: will I need to refer to last years tax return much? What will I need from it?
My old returns are in PDF form and my guess the CPA used a professional tax filing program. From what I read is importing PDFs to .tax files will not work so I will need to enter any needed information from last year's returns manually.