dkh
Level 15

I don't know the answer but do want to comment.  Also this will push your question to top of the forum again so maybe someone who does know will see it.

1)  I never assume another firm has done something correctly especially if it's a tax situation I'm not familiar with.   I don't know the experience level  of the former preparer.

2) I never assume my or the former preparer's software is doing everything correctly.