Yeah, I had the same concerns around complexity, but the CFA didn’t seem phased. The price was more than Turbotax, but not much more and way less than I was expecting. But we’ll see how she does.
Regarding the IT-203-Fs: I wrote an excel sheet that makes it easy to type in the *many* RSU award+vest combinations from the RSU website and get the data to plug into the *many* IT-203-F’s. So at least it should be pretty straightforward data entry at this point, and I’ve pretty much done my taxes so I can easily sanity check and know she’ll do it right going forward. Happy to let you know how it goes!
