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This is a sample client, created for illustration purposes. Interested in partnering with Java Wealth?
OVERVIEW
OVERVIEW
Things For Us To Remember When Filing Your Taxes
Current year's tax estimate
Status: DONE ✅
Are you withholding enough?
Status: NEEDS REVIEW 🔎
Opportunities
Should you do a Roth conversion?
Should you switch between Roth vs. traditional?
Should you exercise & hold additional ISOs?
THINGS FOR US TO REMEMBER WHEN FILING YOUR TAXES
THINGS FOR US TO REMEMBER WHEN FILING YOUR TAXES
General Things
Earned W-2 wages
Sold stock in a brokerage account
Charitable giving
Mortgage interest
HSA contributions outside of payroll deduction
Earned income as an independent contractor
Rental property income
Made a personal gift above the annual exclusion
Equity Compensation
Sold RSUs
Exercised & sold ISOs
Exercised & held ISOs
Total bargain element to date: $99K
Carried over AMT credit
Exercised NSOs
Sold ESPP shares
Retirement Accounts
Backdoor Roth IRA
Roth conversion
Qualified charitable distribution
CURRENT TAX ESTIMATE DETAILS
CURRENT TAX ESTIMATE DETAILS
as of 10/19/2023
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