My preparer sent me my return in February and naturally I didn't get around to reviewing it until this weekend.
I've found the following errors:
- The 1099-B form from Schwab, for my ESPP shares, clearly states "report on Form 8949, Part I, with Box A checked". The 1099-B for my RSUs says that same but with Box B. My preparer did not report them on a Form 8949. When I asked her about this, she said to talk to Schwab.
- The cost basis for my ESPP shares on the 1099-B form is wrong, which is why Schwab also sent me a 3922 with the adjusted basis. She ignored it.
- I made a nondeductible traditional IRA contribution in 2019 and later in the year converted it to a Roth, with gains of about $100. She reported the entire distribution as taxable on my 1040. When pressed, she told me to talk to Vanguard. She did not prepare a form 8606. I also converted some prior years' nondeductible contributions that had not yet been converted to Roths (all in about $15k) and I had after-tax 401k contributions that were converted to a Roth 401k.
I haven't signed the efile authorization yet, so none of these mistakes have been sent to the IRS. Should I just ignore her return and go through Turbotax instead? I already paid her fee but I'm willing to fight about that later and just file via Turbotax today.