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I wonder if some of the problem the OP is in this mess is because he's either using a do-it-yourself tax return system and not made the correct deductions or he's gone to an HR Block 'chop shop' who have not listened/understood his income streams.

I'm not sure CPA is needed (my rule is >$100k total income, use a CPA else just a 'tax attorney'/'accountant' type person). But someone who understands these things would be helpful.



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