25 Hana is 22 years old and just graduated. She got her first job with...
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Hana is years old and just graduated. She got her first job with a multinational company, MegaCorp, Inc., and has come to you for her first tax return. She has questions about what benefits she should be looking at How would you determine the best options to recommend?
Generally, all large companies have the same benefits, so you can assume that Hana will have access to any program you might suggest. Pick out some of your preferences and share them with her.
Look at her Form W and determine which benefits she is currently using, then make recommendations regarding those benefits for her.
Ask Hana what options are available to her and go over the choices with her. Because there are many variables, she just needs to try some options and see how her tax is affected next year.
Ask Hana what options are available to her and go over the choices with her. Use What If mode in BlockWorks to give her the most accurate possible numbers and make a note in the return to follow up with her next year to adjust the selections as needed.M
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