This is turning into a surprisingly difficult tax season.
It does not seem to matter whether it is a new client or a client with whom we have worked for a decade.
We have experienced incorrect basis on 1099-B’s. We have had a 1099-R that did not include nor record a direct rollover correctly; as well as other fun circumstances.
For other clients we have had forms trickling in either because of sheer lateness or corrected “final” numbers, or just forms that people forgot to get us initially.
With one new client it seemed that every time we thought we were done another modification was necessary. It reminded me of the duck season bit with Bugs and Daffy; but with “it’s done” and it’s not done”.
But having difficulties in tax season does mean it is tax season, and there is work to do.