Hello qdteachmt

Yes, I was lost on the internet when I found this awesome community and decided to reach out. No, I didn’t realize this was a specialized closed community…my apologies for the intrusion. During my quest, I did not see the Turbo Tax community you recommended, I will move the dialog to that form. Thanks for your guidance!

Since the 1980’s, I’ve always contracted a professional to manage my taxes, I never needed to research topics myself always relied on professional expertise. My business associates and a CPA I interviewed said I should prepare the return myself; my exceptions are justifiable, but most accountants don’t want to engage due to liability, plus it's not billable.

Thanks to this community for all the help! Moving on to Turbo now and attempting to prepare the return myself.

Kind regards.