re: #33 Dread Pirate
As soon as we have all the documents we make an appointment with our Block Advisors office (not H&R Block).
I did that a few years ago (with H&R Block), because I’d run into a problem that I couldn’t figure out. But thanks to their example, I know now how to handle it, and I don’t like forking over a bunch of cash for something that’s mainly tedious.