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Tax

Brackets, documents, and quarterly estimates.
YTD income
$142,800
W-2 + 1099 + dividends
Effective rate
22.4%
2025 estimate
Owed (est.)
$31,987
net of withholdings
Refund (est.)
$0
under-withheld
Federal brackets · 2026
Where your income falls today.
  • 10%
    ≤ $11,600
  • 12%
    ≤ $47,150
  • 22%
    ≤ $100,525
  • 24%
    ≤ $191,950
  • 32%
    ≤ $243,725
  • 35%
    ≤ $609,350
  • 37%
    ≥ $609,350
You are currently in the 24% bracket federally. Marginal next dollar is taxed at 24% + 5% state = 29%.
Quarterly estimates
Schedule E + 1099 income require estimated payments.
  • Apr 15
    Federal & state return due
  • Apr 15
    Q1 estimated tax · $4,800
  • Jun 15
    Q2 estimated tax · $4,800
  • Sep 15
    Q3 estimated tax · $4,800
  • Jan 15
    Q4 estimated tax · $4,800
Tax documents
Pulled from your linked institutions.
  • 1099-B · Vanguard
    Tax year 2025
    Available
  • 1099-DIV · Vanguard
    Tax year 2025
    Available
  • 1099-INT · Marcus
    Tax year 2025
    Available
  • 1099-NEC · Stripe
    Tax year 2025
    Pending
  • K-1 · Stellar LLC
    Tax year 2025
    Pending
  • 1098 · Mortgage interest
    Tax year 2025
    Available
Deduction tracker
Itemizable across categories
  • Mortgage interest$11,820
  • State + local tax (SALT cap)$10,000
  • Charitable contributions$3,420
  • Medical (over 7.5% AGI)$0
  • Total itemized$25,240
Tax-loss harvest
Realized losses available to offset gains
$2,310.00
Carries forward indefinitely after $3,000 / year limit.