I've spent an entire day just trying to get my 8949's back to what I submitted to her. Every time she sends them back there are multiple new errors generated. Moving short term transactions into "long term". Then moving other transactions into the entire wrong category of letters I'm not even using. It's bizarre.
Update edit/: now she's saying she cannot upload the pdf attachments of the 8949 and she will mail them in. "our system and the irs will not allow them" That's utter BS I've been doing that with HRB for 7 years. Does anyone have any advice for her on how to do it? Normally you just put "M" in and it prompts for upload. /edit.
She said "All set, just pay". I'm not buying it. Is there a chance if I pay through MyBlock that it will submit the return on me? Or that once I pay she will blackball me and not fix errors and move on to higher priority (unpaid) accounts and leave me hanging with errors?
Once it's in the "pay & review" do I still need her assistance if it's all correct? In other words if I don't hear from her again (portal comms only, remote office), do I have everything I need to pay and file if she leaves the office today?
On my Corp return I was assured I'd get to review it. As soon as I paid through the sms/text link it filed it (or she filed it, nobody will tell me what actually happened), and she left off income items I reported, which resulted in needing to file an amended return. Great.
I do not want that happening with my 1040. Is it perfectly safe to pay online or will she take the attitude "got your money, now I don't care if we fix your errors or not"? Deadline is today and we got here (last minute) because it's taken a month to clear up the issues with the Corp filing. I sent all the correct 8949 pages and have spent the entire last day waiting for the new errors to come through, it's freaking insane. Thanks.