Quote:
Originally Posted by Michael G.
I and my wife are in a similar situation.
Our financial adviser and investments are still up north.
We gather our income tax information for them every year and they do our taxes.
It's a hassle because we copy everything, send it all up there through registered snarl mail, and it's getting very expensive.
In the future, I would like to file our taxes here in Florida using the no-cost tax filing service many our neighbor's use.
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I would suggest that you scan the documents and put them on a thumb drive, your hard drive, or on the cloud. Or, you could save the scans to a PDF file and email it to your tax preparer.
Also, buy a copy of TurboTax and enter the information from your tax records into the program. It's very easy to do. If you want a double check, you can send the TurboTax program file or the PDF file from TurboTax to your tax preparer, and have them review the return and file it for you. Most tax preparers use TurboTax, or a similar tax software anyway.