All,
2nd year analyst here - got my first bonus in calendar year 2012.
What do you guys do come tax time given that there is now a somewhat complex situation with the taxes (meaning you now have a bonus and want to get the maximum amount of refund back)? do it yourself with TurboTax? H&R Block? Private Accounting firm?
Any comments would be greatly appreciated.
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My firm reimburses for normal tax filing services through a CPA. Check your offer letter to see if yours does too. That said, I will find someone local to handle mine. If you don't want to pay for it I don't think just having a salary + bonus is really that complex of a situation as far as taxes go.
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