Welcome back, Michael
Your tax position as of February 10, 2025
For tax year 2024
$56,900 withheld + $23,400 paid
You're on track for a refund
Marginal rate: 24%
TechCorp Industries
W-2
$185,000
$38,500 withheld
Westside Medical Group (Spouse)
W-2
$92,000
$18,400 withheld
Freelance Consulting
self employment
$24,500
Dividends & Interest
investment
$10,762
Capital Gains
investment
$15,340
Primary residence mortgage interest
mortgage interest
$18,650
Saves $4,476
Property taxes - 123 Oak Street
property tax
$9,800
Saves $2,352
Cash donations to qualified charities
charitable
$5,700
Saves $1,368
State income tax paid
state local_tax
$10,000
Saves $2,400
Continuing education courses
education
$2,800
Saves $672
Chase Bank
bank • 24 docs
Vanguard
brokerage • 12 docs
Fidelity
brokerage • 8 docs
TechCorp Payroll (ADP)
payroll • 26 docs
American Express
credit card • 156 docs
Wells Fargo Mortgage
bank • 4 docs