TurboTax Question

I think you would have to buy the 2007 version of the program to do that. New versions don't automatically include previous years, AFAIK.

Once you have it, you'll then have to go through the entire process of entering your tax data. Once it's done, you can look at the old return and the new one side by side, looking for differences. I don't know of any automated feature of TT to do this for you (how would it read the accountant's version?).

Barry Margolin has written on 3/25/2009 9:28 PM:

I contacted them and they allowed me a free copy of TurboTax Premier 2007!

It's worth a day's worth of data entry to save $5000. :-)

Thanks.

Juan Wei wrote in news:gqeh4l$h5p$1 @news.motzarella.org:

You'll need TT 2007

You could probably get a copy of 2007 if you posted on CraigsList. I have all my Taxcut disks going back to 2003.

The "side by side" approach might work for official IRS forms, but not necessarily worksheets. Does the OP even *have* all the relevant worksheets from the original?

Have you tried the most obvious and cheapest approach, which is to take your concern to the original accountant and ask him to explain it? Undoubtedly the accountant uses software that will produce pretty much the same result as TTax given the same input.

-Mark Bole

in article gqeh4l$h5p$ snipped-for-privacy@news.motzarella.org, Juan Wei at snipped-for-privacy@gmail.com wrote on 3/25/09 8:56 PM:

Yes, but you need to find a friend who has a 2007 copy.

Uncompensated advice guaranteed correct or double your money back

Frank S. Duke, Jr. CPA Cincinnati, OH USA

Anyone and everyone who has seen my posts knows that I favor the pro over the DIY'er. My general premise is that when one does something all day every day to put food on their plate and keep the lights on the chances improve that they will do a better job than the DIY'er who does one return a year, has no background in the industry and gets no continuing education. With that said, there are quite a few very competent DIY'ers out there and for the simpler returns I think they can do an adequate job with "The Box."

So I have to ask -

1 - what were the errors he made? 2 - how do you know he made them? 3 - what else can you tell us about how you found them?

Please understand, I am NOT knocking you. I am honestly curious. There are those who hold themselves out as professionals but, as my grandfather used to say "A Set of tools does NOT a journeyman make!" I would like to know how your return was handled.

I've picked up clients who did nothing more than drop off a stack or papers and get a call when the return was finished - IMNHO this is unacceptable.

I've also met with prospective clients who insisted that the prior accountant did their returns wrong when they failed to provide all the information.

Was there something special about your situation or did the accountant just fall down on the job?

And please, no names or identifying info on the offending accountant. I'd just like to hear more about the errors - if you don't mind, please.

Gene E. Utterback, EA, RFC, ABA