AlmostDeadPlants t1_j63ozwh wrote on January 27, 2023 at 2:23 PM

Reply to comment by nicksgirl88 in LPT: Do your own taxes to save money (sometimes FREE!), protect your personal information and stop supporting those companies that are lobbying against your best interest. by CN2498T

Not having an issue isn’t the same as getting all the money you could get

nicksgirl88 t1_j63pls2 wrote on January 27, 2023 at 2:27 PM

I'm not sure what you mean by that. The info from the forms that we get from our investments go into specific irs forms. We take standard deduction since we don't have enough things to itemize and get more (we have looked into it). I'm sure for people who have their own business or donate loads, it is very different from our situation. But I would be grateful to you if you're able to tell me how to get more money back from the irs when you have investment accounts with fidelity or vanguard and employer sponsored retirement accounts that adjust at the source.

AlmostDeadPlants t1_j63rvh8 wrote on January 27, 2023 at 2:43 PM

I was just explaining the comment above! They suggested that their return has been more favorable since using a tax professional