ERK Financial
Level 2

What is the best way of reviewing the return, if I want to review the details.  Multiple information can flow to multiple places however, the input audit trail does not drill down far enough. Do we have to prepare an excel spreadsheet for all items that flow in from multiple places?  I.e. medical expenses can come from various inputs areas, such as K-1, adjustments to income, prescriptions, doctors, out of pocket expenses.  So can withholding be coming from various sources, such as W-2, 1099-G, 1099-SSA, 1099-B, 1099-DIV, etc.

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