Rox
Level 3

Goodness, I am not asking for an IRS statement to be initiated! I don't give a flying leap about "cluttering their servers". I am only concerned with my own use of this information in a statement or worksheet form for myself. Does IRS get a copy of the optional statement of other Schedule A items like medical or taxes that Pro-Connect does offer a toggle for? My clients bring acknowledgements from charities for their donations, not just a handwritten list. These are often extensive enough to make filing itemized deductions advantageous for them. I expect that any data that I input into any software should be able to be retrieved in whole. There are lots of details that get swallowed up in Pro-Connect and cannot be mined.

 

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