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OK, so now take all those examples I gave and multiple them by 10 if you have an even slightly complex tax return. Calculate your own RSU tax basis, track whet
by refurb 4y ago
OK, so now take all those examples I gave and multiple them by 10 if you have an even slightly complex tax return. Calculate your own RSU tax basis, track whether or not you're eligible for a Roth IRA contribution based on a 5-factor test, etc, etc.
Kinda sounds like what I'm already doing now. Sure, a nice slick government interface instead of TurboTax would be nice, but let's not kid ourselves that the work load would suddenly drop to something negligible.
You say I'm a "naysayer", I say I'm just being realistic based on how complex the tax code is.