Federal and State of California Tax Planner

Federal and State of California Tax Planner Spreadsheet

2014 Single Filing Status
Quick Instructions

1. Fill in your primary W2 income in cells N38 through N49.

2. If you have a second source of W2 income, fill in cells R38 through R49.
3. Fill in cells B24 through B34 with other income sources (savings account interest, stock/bond dividends, etc.).
4. Fill in cells F21, and F24 through F33 with deductable expenses.
5. Fill in cell F61 with your federal withholding tax, and cell J46 with your state withholding tax.
6. Fill in cell B74 with your number of dependents.
7. If you have schedule C income, fill in cells N54 through N65, and associated expenses in cells R54 through R65.
8. If you make federal estimated tax payments, fill in cells N70 through N81, and likewise for state estimated tax in cells R70 th
9. Only the gray color cells are editable.
10. All calculations are recomputed immediately after you make any change to a gray colored cell. The "Taxes Owed" and "Ta
11. For easier navigation, maximize the Excel window and this spreadsheet, increase your display resolution, and/or decrease

Federal Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Primary Job W2
Second Job W2
Schedule C
Bank #1 Interest
Bank #2 Interest
Money Market #1 Interest
Money Market #2 Interest
Nontaxable State Interest
Stock/Fund Qualified Div
Stock/Fund ST Div/Gains
Stock/Fund LT Cap Gains
Stock/Fund 60mo Cap Gains
CA Tax Refund
Other Income
Total Federal Gross

Federal Income Adjustments

0.00
Schedule C Expenses
0.00
1/2 SE Tax
0.00
Health Insurance Premium
0.00
Capital Losses This Year
0.00
Other Deductions
0.00

Total Federal Adjustments

Federal Income and Deduction Summary

0.00
Federal Adj Gross Income
0.00
Net Schedule C Income
0.00
Capital Losses Carryover
0.00
LT Cap Gains Taxable

Federal Deductions
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
6,200.00
3,950.00
0.00
3,950.00
0.00
Federal Taxes Owed
0.00
0.00
0.00
0.00
0.00
0.00

Federal and State of California Tax Planner

0.00
0.00
0.00
0.00
0.00
0.00
0.00

60mo Cap Gains Taxable

Net Qualified Inc Taxable
Medical Deducts Inc Threshold
Misc Deducts Inc Threshold
Deducts Subject to Threshold
Charity Deducts Threshold
Net Income

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Federal Parameters
1
0
YES
YES
NO
10.00%
9,075.00
907.50
15.00%
36,900.00
5,081.25
25.00%
89,350.00
18,193.75
28.00%
186,350.00
45,353.75
33.00%
405,100.00
117,541.25
35.00%
406,750.00
118,118.75
39.60%
15.00%
15.00%
0.00%
20.00%

Number of Dependents
Blind and/or Over 65
Computed State Tax Deduction
One Wage Earner
Round tax due to the dollar
Fed Tax Rate 10%
Fed Income 15%
Fed Tax 15%
Fed Tax Rate 15%
Fed Income 25%
Fed Tax 25%
Fed Tax Rate 25%
Fed Income 28%
Fed Tax 28%
Fed Tax Rate 28%
Fed Income 33%
Fed Tax 33%
Fed Tax Rate 33%
Fed Income 35%
Fed Tax 35%
Fed Tax Rate 35%
Fed Income 39.6%
Fed Tax 39.6%
Fed Tax Rate 39.6%
Fed LT Cap Gains Tax Rate
Fed 60mo Cap Gains Tax Rate
Fed Low Income CG Tax Rate
Fed High Cap Gains Tax Rate

California Parameters
YES
NO
0
0
1.00%
7,582.00
75.82
2.00%
17,976.00
283.70
4.00%
28,371.00
699.50
6.00%
39,384.00
1,360.28
8.00%
49,774.00
2,191.48
9.30%
254,250.00
21,207.75
10.30%
305,100.00
26,445.30
11.30%
508,500.00
49,429.50

Federal and State of California Tax Planner

400,000.00
3.80%
200,000.00
6,200.00
1,550.00
3,950.00
2,500.00
254,200.00
2.00%
1,000.00
75,000.00
1,000.00
5.00%
254,200.00
3.00%
80.00%
2.90%
92.35%
0.00
1.45%
0.90%
200,000.00
12.40%
14,508.00
117,000.00
400.00
6.20%
100.00%
3,000.00
10.00%
7.50%
2.00%
50.00%
52,800.00
117,300.00
25.00%
26.00%
28.00%
182,500.00
3,650.00
2.50%
0.00

Fed High Cap Gains Inc Limit

Investment Inc Surtax 3.8%
ACA Surtax Cliff
Fed Standard Deduction
Fed Additional Deduction
Fed Pers Deduction
Fed Pers Deduction Div
Fed Pers Limit Income
Fed Pers Limit Rate
Fed Child Tax Credit
Fed Child Tax Income Max
Fed Child Tax Income Div
Fed Child Tax Income Sub
Fed Sched A Limit Income
Fed Sched A Limit Rate
Fed Sched A Limit Rate
SE Medicare Tax Rate
SE Income Limitation Rate
SE Medicare Tax Max
W2 Medicare Tax 1.45%
Medicare Surtax 0.9%
Medicare Surtax W/H Cliff
SE FICA Tax 12.4%
SE FICA Tax Max
SE FICA Income Max
SE Income Minimum
W2 FICA Tax 6.2%
Health Insur Premium Rate
Cap Losses Max
Medical Deductions Threshold
Senior Medical Ded Threshold
Misc Deductions Threshold
Charity Deductions Threshold
AMT Income Exemption
AMT Income Exemption Limit
AMT Income Exemption Rate
AMT Low Income Tax Rate
AMT High Income Tax Rate
AMT High Income Threshold
AMT High Income Deduction
AMT Medical Deduction Rate
AMT Additional Income Limit

12.30%
1.00%
1,000,000.00
172,615.00
6.00%
1.00%
101,636.00
1,016.36
3,906.00
2,500.00
6.00
106.00
326.00
63,481.00
238,051.00
25.00%
7.00%
2.50%

Federal and State of California Tax Planner

er Spreadsheet

k/bond dividends, etc.).

s in cells R54 through R65.

for state estimated tax in cells R70 through R81.

ored cell. The "Taxes Owed" and "Taxes Due" areas show what taxes you may owe.
ur display resolution, and/or decrease the zoom factor in this spreadsheet.

Mortgage Interest
CA State Income Taxes
CA SDI/VPDI
Local/City Income Taxes
CA Prior Year State Inc Taxes
Property Taxes
Personal Property Taxes
Home Loan Points
Cash Donations
Noncash Donations
Other Deductions
Medical and Dental
Miscellaneous 2% Deductions
Total Gross Deductions
Limitation
Adjusted Deductions
Personal Deductions
Limitation
Adjusted Pers Deductions

California Income
0.00
0.00
0.00
0.00
0.00

Federal Adjusted Gross

CA State-Only Taxable Income
Minus CA Tax Refund
Minus Nontaxable Income
Total CA Gross

California Deductions
0.00
Fed Deducts w/o CA Inc Taxes
0.00
Limitation
3,906.00
Adjusted Deductions
0.00

Taxable CA Income

California Taxes Owed

0.00
State Income Tax
0.00
Other Taxes
0.00
Local/City Income Tax
0.00
CA SDI/VPDI Withheld
0.00
CA SDI/VPDI Overpayment
106.00
Adjusted Pers Exemptions

Taxable Federal Income

0.00
0.00

Normal Tax Due

Normal + AMT Tax Due

Income Tax
Other Taxes
Medicare Withheld
Medicare Surtax
Medicare Surtax over/underpaid
FICA Withheld

0.00
0.00
0.00
0.00
0.00
0.00

Tax Withheld
Prior Year AMT Carryforward
Tax Credits
Estimated Tax Total Due
Estimated Paid to Date
CA Tax Remaining

Federal and State of California Tax Planner

FICA Overpayment
SE FICA Tax
SE Medicare Tax
Total SE Tax
Normal Tax Due
Normal + AMT Tax Due
Tax Withheld
Prior Year AMT Carryforward
Tax Credits
Child Tax Credit
Estimated Tax Total Due
Estimated Paid to Date
Federal Tax Remaining

Federal Alternative Minimum Tax

6,200.00
Adjustments and Preferences
0.00
Other Adjustments/Prefs
0.00
AMT Capital Gains Basis
0.00
AMT Taxable Income
52,800.00
AMT Exemption
0.00
AMT Net Income
0.00
AMT Computed Tax
0.00
AMT Tax Credits
0.00
Tax Owed by AMT
California Alternative Minimum Tax
3,906.00
Adjustments and Preferences
0.00
Other Adjustments/Prefs
0.00
AMT Taxable Income
63,481.00
AMT Exemption
0.00
AMT Net Income
0.00
AMT Computed Tax
0.00
Tax Owed by AMT

Legend
CA SDI Deductable
Round tax due to the dollar
Child Tax Credit Dependents
Number of Dependents
CA Tax Rate 1%
CA Income 2%
CA Tax 2%
CA Tax Rate 2%
CA Income 4%
CA Tax 4%
CA Tax Rate 4%
CA Income 6%
CA Tax 6%
CA Tax Rate 6%
CA Income 8%
CA Tax 8%
CA Tax Rate 8%
CA Income 9.3%
CA Tax 9.3%
CA Tax Rate 9.3%
CA Income 10.3%
CA Tax 10.3%
CA Tax Rate 10.3%
CA Income 11.3%
CA Tax 11.3%
CA Tax Rate 11.3%
CA Income 12.3%
CA Tax 12.3%

normal font
boldface
title
prose
0.00
123.45
(123.45)
2.90%

Income
Taxes Owed
Remaining Taxes Due
Tax Summary Information
User-editable cell
normal data entry
summation data entry
heading/subheading
cell definition
cell with narrative explanation
positive numeric value
negative numeric value
percentage (example: 0.029)

Federal and State of California Tax Planner

CA Tax Rate 12.3%

CA Mental Health Surtax
CA Mental Health Income
CA Pers Limit Income
CA Pers Limit Rate
CA SDI/VPDI Tax Rate
CA SDI/VPDI Income Max
CA SDI/VPDI Tax Max
CA Standard Deduction
CA Pers Exemption Div
CA Pers Exemption Div
CA Pers Exemption
CA Dep Pers Exemption
AMT Income Exemption
AMT Income Exemption Limit
AMT Income Exemption Rate
AMT Low Income Tax Rate
AMT Medical Deduction Rate

Federal and State of California Tax Planner

Taxes Due Summary

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Total Fed/CA Tax

Total Fed Tax
Total CA Tax
Medicare
SE Tax
FICA
Est Fed/CA Total Tax
Est Fed Total Tax
Est CA Total Tax
Est Fed Tax Paid to Date
Est CA Tax Paid to Date
Est Fed/CA Tax Paid to Date
Fed Tax Remaining
CA Tax Remaining
Fed/CA Tax Remaining

Primary Job W2 Income

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Income

Second Job W2 Income

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Income

Federal and State of California Tax Planner

Schedule C Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

January
February
March
April
May
June
July
August
September
October
November
December
Total Income

Federal Estimated Tax Payments

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Est Tax Paid

Schedule C Expenses
0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Expenses

California Estimated Tax Payments

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Est Tax Paid

Federal and State of California Tax Planner

Federal and State of California Tax Planner Spreadsheet

2014 Married Joint Filing Status
Quick Instructions

1. Fill in your primary W2 income in cells N38 through N49.

2. If you have a second source of W2 income, fill in cells R38 through R49.
3. Fill in cells B24 through B34 with other income sources (savings account interest, stock/bond dividends, etc.).
4. Fill in cells F21, and F24 through F33 with deductable expenses.
5. Fill in cell F61 with your federal withholding tax, and cell J46 with your state withholding tax.
6. Fill in cell B74 with your number of dependents.
7. If you have schedule C income, fill in cells N54 through N65, and associated expenses in cells R54 through R65.
8. If you make federal estimated tax payments, fill in cells N70 through N81, and likewise for state estimated tax in cells R70 th
9. Only the gray color cells are editable.
10. All calculations are recomputed immediately after you make any change to a gray colored cell. The "Taxes Owed" and "Ta
11. For easier navigation, maximize the Excel window and this spreadsheet, increase your display resolution, and/or decrease

Federal Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Primary Job W2
Second Job W2
Schedule C
Bank #1 Interest
Bank #2 Interest
Money Market #1 Interest
Money Market #2 Interest
Nontaxable State Interest
Stock/Fund Qualified Div
Stock/Fund ST Div/Gains
Stock/Fund LT Cap Gains
Stock/Fund 60mo Cap Gains
CA Tax Refund
Other Income
Total Federal Gross

Federal Income Adjustments

0.00
Schedule C Expenses
0.00
1/2 SE Tax
0.00
Health Insurance Premium
0.00
Capital Losses This Year
0.00
Other Deductions
0.00

Total Federal Adjustments

Federal Income and Deduction Summary

0.00
Federal Adj Gross Income
0.00
Net Schedule C Income
0.00
Capital Losses Carryover
0.00
LT Cap Gains Taxable

Federal Deductions
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
12,400.00
7,900.00
0.00
7,900.00
0.00
Federal Taxes Owed
0.00
0.00
0.00
0.00
0.00
0.00

Federal and State of California Tax Planner

0.00
0.00
0.00
0.00
0.00
0.00
0.00

60mo Cap Gains Taxable

Net Qualified Inc Taxable
Medical Deducts Inc Threshold
Misc Deducts Inc Threshold
Deducts Subject to Threshold
Charity Deducts Threshold
Net Income

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Federal Parameters
2
0
YES
NO
NO
10.00%
18,150.00
1,815.00
15.00%
73,800.00
10,162.50
25.00%
148,850.00
28,925.00
28.00%
226,850.00
50,765.00
33.00%
405,100.00
109,587.50
35.00%
457,600.00
127,962.50
39.60%
15.00%
15.00%
0.00%
20.00%

Number of Dependents
Blind and/or Over 65
Computed State Tax Deduction
One Wage Earner
Round tax due to the dollar
Fed Tax Rate 10%
Fed Income 15%
Fed Tax 15%
Fed Tax Rate 15%
Fed Income 25%
Fed Tax 25%
Fed Tax Rate 25%
Fed Income 28%
Fed Tax 28%
Fed Tax Rate 28%
Fed Income 33%
Fed Tax 33%
Fed Tax Rate 33%
Fed Income 35%
Fed Tax 35%
Fed Tax Rate 35%
Fed Income 39.6%
Fed Tax 39.6%
Fed Tax Rate 39.6%
Fed LT Cap Gains Tax Rate
Fed 60mo Cap Gains Tax Rate
Fed Low Income CG Tax Rate
Fed High Cap Gains Tax Rate

California Parameters
YES
NO
0
0
1.00%
15,164.00
151.64
2.00%
35,952.00
567.40
4.00%
56,742.00
1,399.00
6.00%
78,768.00
2,720.56
8.00%
99,548.00
4,382.96
9.30%
508,500.00
42,415.50
10.30%
610,200.00
52,890.60
11.30%
1,017,000.00
98,859.00

Federal and State of California Tax Planner

450,000.00
3.80%
250,000.00
12,400.00
1,200.00
3,950.00
2,500.00
305,050.00
2.00%
1,000.00
110,000.00
1,000.00
5.00%
305,050.00
3.00%
80.00%
2.90%
92.35%
0.00
1.45%
0.90%
200,000.00
12.40%
14,508.00
117,000.00
400.00
6.20%
100.00%
3,000.00
10.00%
7.50%
2.00%
50.00%
82,100.00
156,500.00
25.00%
26.00%
28.00%
182,500.00
3,650.00
2.50%
0.00

Fed High Cap Gains Inc Limit

Investment Inc Surtax 3.8%
ACA Surtax Cliff
Fed Standard Deduction
Fed Additional Deduction
Fed Pers Deduction
Fed Pers Deduction Div
Fed Pers Limit Income
Fed Pers Limit Rate
Fed Child Tax Credit
Fed Child Tax Income Max
Fed Child Tax Income Div
Fed Child Tax Income Sub
Fed Sched A Limit Income
Fed Sched A Limit Rate
Fed Sched A Limit Rate
SE Medicare Tax Rate
SE Income Limitation Rate
SE Medicare Tax Max
W2 Medicare Tax 1.45%
Medicare Surtax 0.9%
Medicare Surtax W/H Cliff
SE FICA Tax 12.4%
SE FICA Tax Max
SE FICA Income Max
SE Income Minimum
W2 FICA Tax 6.2%
Health Insur Premium Rate
Cap Losses Max
Medical Deductions Threshold
Senior Medical Ded Threshold
Misc Deductions Threshold
Charity Deductions Threshold
AMT Income Exemption
AMT Income Exemption Limit
AMT Income Exemption Rate
AMT Low Income Tax Rate
AMT High Income Tax Rate
AMT High Income Threshold
AMT High Income Deduction
AMT Medical Deduction Rate
AMT Additional Income Limit

12.30%
1.00%
1,000,000.00
345,235.00
6.00%
1.00%
101,636.00
1,016.36
7,812.00
2,500.00
6.00
106.00
326.00
84,640.00
317,401.00
25.00%
7.00%
2.50%

Federal and State of California Tax Planner

er Spreadsheet

k/bond dividends, etc.).

s in cells R54 through R65.

for state estimated tax in cells R70 through R81.

ored cell. The "Taxes Owed" and "Taxes Due" areas show what taxes you may owe.
ur display resolution, and/or decrease the zoom factor in this spreadsheet.

Mortgage Interest
CA State Income Taxes
CA SDI/VPDI
Local/City Income Taxes
CA Prior Year State Inc Taxes
Property Taxes
Personal Property Taxes
Home Loan Points
Cash Donations
Noncash Donations
Other Deductions
Medical and Dental
Miscellaneous 2% Deductions
Total Gross Deductions
Limitation
Adjusted Deductions
Personal Deductions
Limitation
Adjusted Pers Deductions

California Income
0.00
0.00
0.00
0.00
0.00

Federal Adjusted Gross

CA State-Only Taxable Income
Minus CA Tax Refund
Minus Nontaxable Income
Total CA Gross

California Deductions
0.00
Fed Deducts w/o CA Inc Taxes
0.00
Limitation
7,812.00
Adjusted Deductions
0.00

Taxable CA Income

California Taxes Owed

0.00
State Income Tax
0.00
Other Taxes
0.00
Local/City Income Tax
0.00
CA SDI/VPDI Withheld
0.00
CA SDI/VPDI Overpayment
212.00
Adjusted Pers Exemptions

Taxable Federal Income

0.00
0.00

Normal Tax Due

Normal + AMT Tax Due

Income Tax
Other Taxes
Medicare Withheld
Medicare Surtax
Medicare Surtax over/underpaid
FICA Withheld

0.00
0.00
0.00
0.00
0.00
0.00

Tax Withheld
Prior Year AMT Carryforward
Tax Credits
Estimated Tax Total Due
Estimated Paid to Date
CA Tax Remaining

Federal and State of California Tax Planner

FICA Overpayment
SE FICA Tax
SE Medicare Tax
Total SE Tax
Normal Tax Due
Normal + AMT Tax Due
Tax Withheld
Prior Year AMT Carryforward
Tax Credits
Child Tax Credit
Estimated Tax Total Due
Estimated Paid to Date
Federal Tax Remaining

Federal Alternative Minimum Tax

12,400.00
Adjustments and Preferences
0.00
Other Adjustments/Prefs
0.00
AMT Capital Gains Basis
0.00
AMT Taxable Income
82,100.00
AMT Exemption
0.00
AMT Net Income
0.00
AMT Computed Tax
0.00
AMT Tax Credits
0.00
Tax Owed by AMT
California Alternative Minimum Tax
7,812.00
Adjustments and Preferences
0.00
Other Adjustments/Prefs
0.00
AMT Taxable Income
84,640.00
AMT Exemption
0.00
AMT Net Income
0.00
AMT Computed Tax
0.00
Tax Owed by AMT

Legend
CA SDI Deductable
Round tax due to the dollar
Child Tax Credit Dependents
Number of Dependents
CA Tax Rate 1%
CA Income 2%
CA Tax 2%
CA Tax Rate 2%
CA Income 4%
CA Tax 4%
CA Tax Rate 4%
CA Income 6%
CA Tax 6%
CA Tax Rate 6%
CA Income 8%
CA Tax 8%
CA Tax Rate 8%
CA Income 9.3%
CA Tax 9.3%
CA Tax Rate 9.3%
CA Income 10.3%
CA Tax 10.3%
CA Tax Rate 10.3%
CA Income 11.3%
CA Tax 11.3%
CA Tax Rate 11.3%
CA Income 12.3%
CA Tax 12.3%

normal font
boldface
title
prose
0.00
123.45
(123.45)
2.90%

Income
Taxes Owed
Remaining Taxes Due
Tax Summary Information
User-editable cell
normal data entry
summation data entry
heading/subheading
cell definition
cell with narrative explanation
positive numeric value
negative numeric value
percentage (example: 0.029)

Federal and State of California Tax Planner

CA Tax Rate 12.3%

CA Mental Health Surtax
CA Mental Health Income
CA Pers Limit Income
CA Pers Limit Rate
CA SDI/VPDI Tax Rate
CA SDI/VPDI Income Max
CA SDI/VPDI Tax Max
CA Standard Deduction
CA Pers Exemption Div
CA Pers Exemption Div
CA Pers Exemption
CA Dep Pers Exemption
AMT Income Exemption
AMT Income Exemption Limit
AMT Income Exemption Rate
AMT Low Income Tax Rate
AMT Medical Deduction Rate

Federal and State of California Tax Planner

Taxes Due Summary

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Total Fed/CA Tax

Total Fed Tax
Total CA Tax
Medicare
SE Tax
FICA
Est Fed/CA Total Tax
Est Fed Total Tax
Est CA Total Tax
Est Fed Tax Paid to Date
Est CA Tax Paid to Date
Est Fed/CA Tax Paid to Date
Fed Tax Remaining
CA Tax Remaining
Fed/CA Tax Remaining

Primary Job W2 Income

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Income

Second Job W2 Income

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Income

Federal and State of California Tax Planner

Schedule C Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

January
February
March
April
May
June
July
August
September
October
November
December
Total Income

Federal Estimated Tax Payments

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Est Tax Paid

Schedule C Expenses
0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Expenses

California Estimated Tax Payments

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Est Tax Paid

Federal and State of California Tax Planner

Federal and State of California Tax Planner Spreadsheet

2014 Married Separate Filing Status
Quick Instructions

1. Fill in your primary W2 income in cells N38 through N49.

2. If you have a second source of W2 income, fill in cells R38 through R49.
3. Fill in cells B24 through B34 with other income sources (savings account interest, stock/bond dividends, etc.).
4. Fill in cells F21, and F24 through F33 with deductable expenses.
5. Fill in cell F61 with your federal withholding tax, and cell J46 with your state withholding tax.
6. Fill in cell B74 with your number of dependents.
7. If you have schedule C income, fill in cells N54 through N65, and associated expenses in cells R54 through R65.
8. If you make federal estimated tax payments, fill in cells N70 through N81, and likewise for state estimated tax in cells R70 th
9. Only the gray color cells are editable.
10. All calculations are recomputed immediately after you make any change to a gray colored cell. The "Taxes Owed" and "Ta
11. For easier navigation, maximize the Excel window and this spreadsheet, increase your display resolution, and/or decrease

Federal Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Primary Job W2
Second Job W2
Schedule C
Bank #1 Interest
Bank #2 Interest
Money Market #1 Interest
Money Market #2 Interest
Nontaxable State Interest
Stock/Fund Qualified Div
Stock/Fund ST Div/Gains
Stock/Fund LT Cap Gains
Stock/Fund 60mo Cap Gains
CA Tax Refund
Other Income
Total Federal Gross

Federal Income Adjustments

0.00
Schedule C Expenses
0.00
1/2 SE Tax
0.00
Health Insurance Premium
0.00
Capital Losses This Year
0.00
Other Deductions
0.00

Total Federal Adjustments

Federal Income and Deduction Summary

0.00
Federal Adj Gross Income
0.00
Net Schedule C Income
0.00
Capital Losses Carryover
0.00
LT Cap Gains Taxable

Federal Deductions
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
6,200.00
3,950.00
0.00
3,950.00
0.00
Federal Taxes Owed
0.00
0.00
0.00
0.00
0.00
0.00

Federal and State of California Tax Planner

0.00
0.00
0.00
0.00
0.00
0.00
0.00

60mo Cap Gains Taxable

Net Qualified Inc Taxable
Medical Deducts Inc Threshold
Misc Deducts Inc Threshold
Deducts Subject to Threshold
Charity Deducts Threshold
Net Income

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Federal Parameters
1
0
YES
YES
NO
10.00%
9,075.00
907.50
15.00%
36,900.00
5,081.25
25.00%
74,425.00
14,462.50
28.00%
113,425.00
25,382.50
33.00%
202,550.00
54,793.75
35.00%
228,800.00
63,981.25
39.60%
15.00%
15.00%
0.00%
20.00%

Number of Dependents
Blind and/or Over 65
Computed State Tax Deduction
One Wage Earner
Round tax due to the dollar
Fed Tax Rate 10%
Fed Income 15%
Fed Tax 15%
Fed Tax Rate 15%
Fed Income 25%
Fed Tax 25%
Fed Tax Rate 25%
Fed Income 28%
Fed Tax 28%
Fed Tax Rate 28%
Fed Income 33%
Fed Tax 33%
Fed Tax Rate 33%
Fed Income 35%
Fed Tax 35%
Fed Tax Rate 35%
Fed Income 39.6%
Fed Tax 39.6%
Fed Tax Rate 39.6%
Fed LT Cap Gains Tax Rate
Fed 60mo Cap Gains Tax Rate
Fed Low Income CG Tax Rate
Fed High Cap Gains Tax Rate

California Parameters
YES
NO
0
0
1.00%
7,582.00
75.82
2.00%
17,976.00
283.70
4.00%
28,371.00
699.50
6.00%
39,384.00
1,360.28
8.00%
49,774.00
2,191.48
9.30%
254,250.00
21,207.75
10.30%
305,100.00
26,445.30
11.30%
508,500.00
49,429.50

Federal and State of California Tax Planner

225,000.00
3.80%
125,000.00
6,200.00
1,200.00
3,950.00
1,250.00
152,525.00
2.00%
1,000.00
55,000.00
1,000.00
5.00%
152,525.00
3.00%
80.00%
2.90%
92.35%
0.00
1.45%
0.90%
200,000.00
12.40%
14,508.00
117,000.00
400.00
6.20%
100.00%
1,500.00
10.00%
7.50%
2.00%
50.00%
41,050.00
78,250.00
25.00%
26.00%
28.00%
91,250.00
1,825.00
2.50%
165,000.00

Fed High Cap Gains Inc Limit

Investment Inc Surtax 3.8%
ACA Surtax Cliff
Fed Standard Deduction
Fed Additional Deduction
Fed Pers Deduction
Fed Pers Deduction Div
Fed Pers Limit Income
Fed Pers Limit Rate
Fed Child Tax Credit
Fed Child Tax Income Max
Fed Child Tax Income Div
Fed Child Tax Income Sub
Fed Sched A Limit Income
Fed Sched A Limit Rate
Fed Sched A Limit Rate
SE Medicare Tax Rate
SE Income Limitation Rate
SE Medicare Tax Max
W2 Medicare Tax 1.45%
Medicare Surtax 0.9%
Medicare Surtax W/H Cliff
SE FICA Tax 12.4%
SE FICA Tax Max
SE FICA Income Max
SE Income Minimum
W2 FICA Tax 6.2%
Health Insur Premium Rate
Cap Losses Max
Medical Deductions Threshold
Senior Medical Ded Threshold
Misc Deductions Threshold
Charity Deductions Threshold
AMT Income Exemption
AMT Income Exemption Limit
AMT Income Exemption Rate
AMT Low Income Tax Rate
AMT High Income Tax Rate
AMT High Income Threshold
AMT High Income Deduction
AMT Medical Deduction Rate
AMT Additional Income Limit

12.30%
1.00%
1,000,000.00
172,615.00
6.00%
1.00%
101,636.00
1,016.36
3,906.00
1,250.00
6.00
106.00
326.00
42,319.00
158,700.00
25.00%
7.00%
2.50%

Federal and State of California Tax Planner

er Spreadsheet

k/bond dividends, etc.).

s in cells R54 through R65.

for state estimated tax in cells R70 through R81.

ored cell. The "Taxes Owed" and "Taxes Due" areas show what taxes you may owe.
ur display resolution, and/or decrease the zoom factor in this spreadsheet.

Mortgage Interest
CA State Income Taxes
CA SDI/VPDI
Local/City Income Taxes
CA Prior Year State Inc Taxes
Property Taxes
Personal Property Taxes
Home Loan Points
Cash Donations
Noncash Donations
Other Deductions
Medical and Dental
Miscellaneous 2% Deductions
Total Gross Deductions
Limitation
Adjusted Deductions
Personal Deductions
Limitation
Adjusted Pers Deductions

California Income
0.00
0.00
0.00
0.00
0.00

Federal Adjusted Gross

CA State-Only Taxable Income
Minus CA Tax Refund
Minus Nontaxable Income
Total CA Gross

California Deductions
0.00
Fed Deducts w/o CA Inc Taxes
0.00
Limitation
3,906.00
Adjusted Deductions
0.00

Taxable CA Income

California Taxes Owed

0.00
State Income Tax
0.00
Other Taxes
0.00
Local/City Income Tax
0.00
CA SDI/VPDI Withheld
0.00
CA SDI/VPDI Overpayment
106.00
Adjusted Pers Exemptions

Taxable Federal Income

0.00
0.00

Normal Tax Due

Normal + AMT Tax Due

Income Tax
Other Taxes
Medicare Withheld
Medicare Surtax
Medicare Surtax over/underpaid
FICA Withheld

0.00
0.00
0.00
0.00
0.00
0.00

Tax Withheld
Prior Year AMT Carryforward
Tax Credits
Estimated Tax Total Due
Estimated Paid to Date
CA Tax Remaining

Federal and State of California Tax Planner

FICA Overpayment
SE FICA Tax
SE Medicare Tax
Total SE Tax
Normal Tax Due
Normal + AMT Tax Due
Tax Withheld
Prior Year AMT Carryforward
Tax Credits
Child Tax Credit
Estimated Tax Total Due
Estimated Paid to Date
Federal Tax Remaining

Federal Alternative Minimum Tax

6,200.00
Adjustments and Preferences
0.00
Other Adjustments/Prefs
0.00
AMT Capital Gains Basis
0.00
AMT Taxable Income
41,050.00
AMT Exemption
0.00
AMT Net Income
0.00
AMT Computed Tax
0.00
AMT Tax Credits
0.00
Tax Owed by AMT
California Alternative Minimum Tax
3,906.00
Adjustments and Preferences
0.00
Other Adjustments/Prefs
0.00
AMT Taxable Income
42,319.00
AMT Exemption
0.00
AMT Net Income
0.00
AMT Computed Tax
0.00
Tax Owed by AMT

Legend
CA SDI Deductable
Round tax due to the dollar
Child Tax Credit Dependents
Number of Dependents
CA Tax Rate 1%
CA Income 2%
CA Tax 2%
CA Tax Rate 2%
CA Income 4%
CA Tax 4%
CA Tax Rate 4%
CA Income 6%
CA Tax 6%
CA Tax Rate 6%
CA Income 8%
CA Tax 8%
CA Tax Rate 8%
CA Income 9.3%
CA Tax 9.3%
CA Tax Rate 9.3%
CA Income 10.3%
CA Tax 10.3%
CA Tax Rate 10.3%
CA Income 11.3%
CA Tax 11.3%
CA Tax Rate 11.3%
CA Income 12.3%
CA Tax 12.3%

normal font
boldface
title
prose
0.00
123.45
(123.45)
2.90%

Income
Taxes Owed
Remaining Taxes Due
Tax Summary Information
User-editable cell
normal data entry
summation data entry
heading/subheading
cell definition
cell with narrative explanation
positive numeric value
negative numeric value
percentage (example: 0.029)

Federal and State of California Tax Planner

CA Tax Rate 12.3%

CA Mental Health Surtax
CA Mental Health Income
CA Pers Limit Income
CA Pers Limit Rate
CA SDI/VPDI Tax Rate
CA SDI/VPDI Income Max
CA SDI/VPDI Tax Max
CA Standard Deduction
CA Pers Exemption Div
CA Pers Exemption Div
CA Pers Exemption
CA Dep Pers Exemption
AMT Income Exemption
AMT Income Exemption Limit
AMT Income Exemption Rate
AMT Low Income Tax Rate
AMT Medical Deduction Rate

Federal and State of California Tax Planner

Taxes Due Summary

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Total Fed/CA Tax

Total Fed Tax
Total CA Tax
Medicare
SE Tax
FICA
Est Fed/CA Total Tax
Est Fed Total Tax
Est CA Total Tax
Est Fed Tax Paid to Date
Est CA Tax Paid to Date
Est Fed/CA Tax Paid to Date
Fed Tax Remaining
CA Tax Remaining
Fed/CA Tax Remaining

Primary Job W2 Income

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Income

Second Job W2 Income

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Income

Federal and State of California Tax Planner

Schedule C Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

January
February
March
April
May
June
July
August
September
October
November
December
Total Income

Federal Estimated Tax Payments

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Est Tax Paid

Schedule C Expenses
0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Expenses

California Estimated Tax Payments

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Est Tax Paid

Federal and State of California Tax Planner

Federal and State of California Tax Planner Spreadsheet

2014 Head-of-Household Filing Status
Quick Instructions

1. Fill in your primary W2 income in cells N38 through N49.

2. If you have a second source of W2 income, fill in cells R38 through R49.
3. Fill in cells B24 through B34 with other income sources (savings account interest, stock/bond dividends, etc.).
4. Fill in cells F21, and F24 through F33 with deductable expenses.
5. Fill in cell F61 with your federal withholding tax, and cell J46 with your state withholding tax.
6. Fill in cell B74 with your number of dependents.
7. If you have schedule C income, fill in cells N54 through N65, and associated expenses in cells R54 through R65.
8. If you make federal estimated tax payments, fill in cells N70 through N81, and likewise for state estimated tax in cells R70 th
9. Only the gray color cells are editable.
10. All calculations are recomputed immediately after you make any change to a gray colored cell. The "Taxes Owed" and "Ta
11. For easier navigation, maximize the Excel window and this spreadsheet, increase your display resolution, and/or decrease

Federal Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Primary Job W2
Second Job W2
Schedule C
Bank #1 Interest
Bank #2 Interest
Money Market #1 Interest
Money Market #2 Interest
Nontaxable State Interest
Stock/Fund Qualified Div
Stock/Fund ST Div/Gains
Stock/Fund LT Cap Gains
Stock/Fund 60mo Cap Gains
CA Tax Refund
Other Income
Total Federal Gross

Federal Income Adjustments

0.00
Schedule C Expenses
0.00
1/2 SE Tax
0.00
Health Insurance Premium
0.00
Capital Losses This Year
0.00
Other Deductions
0.00

Total Federal Adjustments

Federal Income and Deduction Summary

0.00
Federal Adj Gross Income
0.00
Net Schedule C Income
0.00
Capital Losses Carryover
0.00
LT Cap Gains Taxable

Federal Deductions
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
9,100.00
7,900.00
0.00
7,900.00
0.00
Federal Taxes Owed
0.00
0.00
0.00
0.00
0.00
0.00

Federal and State of California Tax Planner

0.00
0.00
0.00
0.00
0.00
0.00
0.00

60mo Cap Gains Taxable

Net Qualified Inc Taxable
Medical Deducts Inc Threshold
Misc Deducts Inc Threshold
Deducts Subject to Threshold
Charity Deducts Threshold
Net Income

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
1,000.00
0.00
0.00
0.00

Federal Parameters
2
0
YES
YES
NO
10.00%
12,950.00
1,295.00
15.00%
49,400.00
6,762.50
25.00%
127,550.00
26,300.00
28.00%
206,600.00
48,434.00
33.00%
405,100.00
113,939.00
35.00%
432,200.00
123,424.00
39.60%
15.00%
15.00%
0.00%
20.00%

Number of Dependents
Blind and/or Over 65
Computed State Tax Deduction
One Wage Earner
Round tax due to the dollar
Fed Tax Rate 10%
Fed Income 15%
Fed Tax 15%
Fed Tax Rate 15%
Fed Income 25%
Fed Tax 25%
Fed Tax Rate 25%
Fed Income 28%
Fed Tax 28%
Fed Tax Rate 28%
Fed Income 33%
Fed Tax 33%
Fed Tax Rate 33%
Fed Income 35%
Fed Tax 35%
Fed Tax Rate 35%
Fed Income 39.6%
Fed Tax 39.6%
Fed Tax Rate 39.6%
Fed LT Cap Gains Tax Rate
Fed 60mo Cap Gains Tax Rate
Fed Low Income CG Tax Rate
Fed High Cap Gains Tax Rate

California Parameters
YES
NO
1
1
1.00%
15,174.00
151.74
2.00%
35,952.00
567.30
4.00%
46,346.00
983.06
6.00%
57,359.00
1,643.84
8.00%
67,751.00
2,475.20
9.30%
345,780.00
28,331.90
10.30%
414,936.00
35,454.97
11.30%
691,560.00
66,713.48

Federal and State of California Tax Planner

425,000.00
3.80%
200,000.00
9,100.00
1,550.00
3,950.00
2,500.00
279,650.00
2.00%
1,000.00
75,000.00
1,000.00
5.00%
279,650.00
3.00%
80.00%
2.90%
92.35%
0.00
1.45%
0.90%
200,000.00
12.40%
14,508.00
117,000.00
400.00
6.20%
100.00%
3,000.00
10.00%
7.50%
2.00%
50.00%
52,800.00
117,300.00
25.00%
26.00%
28.00%
182,500.00
3,650.00
2.50%
0.00

Fed High Cap Gains Inc Limit

Investment Inc Surtax 3.8%
ACA Surtax Cliff
Fed Standard Deduction
Fed Additional Deduction
Fed Pers Deduction
Fed Pers Deduction Div
Fed Pers Limit Income
Fed Pers Limit Rate
Fed Child Tax Credit
Fed Child Tax Income Max
Fed Child Tax Income Div
Fed Child Tax Income Sub
Fed Sched A Limit Income
Fed Sched A Limit Rate
Fed Sched A Limit Rate
SE Medicare Tax Rate
SE Income Limitation Rate
SE Medicare Tax Max
W2 Medicare Tax 1.45%
Medicare Surtax 0.9%
Medicare Surtax W/H Cliff
SE FICA Tax 12.4%
SE FICA Tax Max
SE FICA Income Max
SE Income Minimum
W2 FICA Tax 6.2%
Health Insur Premium Rate
Cap Losses Max
Medical Deductions Threshold
Senior Medical Ded Threshold
Misc Deductions Threshold
Charity Deductions Threshold
AMT Income Exemption
AMT Income Exemption Limit
AMT Income Exemption Rate
AMT Low Income Tax Rate
AMT High Income Tax Rate
AMT High Income Threshold
AMT High Income Deduction
AMT Medical Deduction Rate
AMT Additional Income Limit

12.30%
1.00%
1,000,000.00
258,927.00
6.00%
1.00%
101,636.00
1,016.36
7,812.00
2,500.00
6.00
106.00
326.00
63,481.00
238,051.00
25.00%
7.00%
2.50%

Federal and State of California Tax Planner

er Spreadsheet

k/bond dividends, etc.).

s in cells R54 through R65.

for state estimated tax in cells R70 through R81.

ored cell. The "Taxes Owed" and "Taxes Due" areas show what taxes you may owe.
ur display resolution, and/or decrease the zoom factor in this spreadsheet.

Mortgage Interest
CA State Income Taxes
CA SDI/VPDI
Local/City Income Taxes
CA Prior Year State Inc Taxes
Property Taxes
Personal Property Taxes
Home Loan Points
Cash Donations
Noncash Donations
Other Deductions
Medical and Dental
Miscellaneous 2% Deductions
Total Gross Deductions
Limitation
Adjusted Deductions
Personal Deductions
Limitation
Adjusted Pers Deductions

California Income
0.00
0.00
0.00
0.00
0.00

Federal Adjusted Gross

CA State-Only Taxable Income
Minus CA Tax Refund
Minus Nontaxable Income
Total CA Gross

California Deductions
0.00
Fed Deducts w/o CA Inc Taxes
0.00
Limitation
7,812.00
Adjusted Deductions
0.00

Taxable CA Income

California Taxes Owed

0.00
State Income Tax
0.00
Other Taxes
0.00
Local/City Income Tax
0.00
CA SDI/VPDI Withheld
0.00
CA SDI/VPDI Overpayment
432.00
Adjusted Pers Exemptions

Taxable Federal Income

0.00
0.00

Normal Tax Due

Normal + AMT Tax Due

Income Tax
Other Taxes
Medicare Withheld
Medicare Surtax
Medicare Surtax over/underpaid
FICA Withheld

0.00
0.00
0.00
0.00
0.00
0.00

Tax Withheld
Prior Year AMT Carryforward
Tax Credits
Estimated Tax Total Due
Estimated Paid to Date
CA Tax Remaining

Federal and State of California Tax Planner

FICA Overpayment
SE FICA Tax
SE Medicare Tax
Total SE Tax
Normal Tax Due
Normal + AMT Tax Due
Tax Withheld
Prior Year AMT Carryforward
Tax Credits
Child Tax Credit
Estimated Tax Total Due
Estimated Paid to Date
Federal Tax Remaining

Federal Alternative Minimum Tax

9,100.00
Adjustments and Preferences
0.00
Other Adjustments/Prefs
0.00
AMT Capital Gains Basis
0.00
AMT Taxable Income
52,800.00
AMT Exemption
0.00
AMT Net Income
0.00
AMT Computed Tax
0.00
AMT Tax Credits
0.00
Tax Owed by AMT
California Alternative Minimum Tax
7,812.00
Adjustments and Preferences
0.00
Other Adjustments/Prefs
0.00
AMT Taxable Income
63,481.00
AMT Exemption
0.00
AMT Net Income
0.00
AMT Computed Tax
0.00
Tax Owed by AMT

Legend
CA SDI Deductable
Round tax due to the dollar
Child Tax Credit Dependents
Number of Dependents
CA Tax Rate 1%
CA Income 2%
CA Tax 2%
CA Tax Rate 2%
CA Income 4%
CA Tax 4%
CA Tax Rate 4%
CA Income 6%
CA Tax 6%
CA Tax Rate 6%
CA Income 8%
CA Tax 8%
CA Tax Rate 8%
CA Income 9.3%
CA Tax 9.3%
CA Tax Rate 9.3%
CA Income 10.3%
CA Tax 10.3%
CA Tax Rate 10.3%
CA Income 11.3%
CA Tax 11.3%
CA Tax Rate 11.3%
CA Income 12.3%
CA Tax 12.3%

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0.00
123.45
(123.45)
2.90%

Income
Taxes Owed
Remaining Taxes Due
Tax Summary Information
User-editable cell
normal data entry
summation data entry
heading/subheading
cell definition
cell with narrative explanation
positive numeric value
negative numeric value
percentage (example: 0.029)

Federal and State of California Tax Planner

CA Tax Rate 12.3%

CA Mental Health Surtax
CA Mental Health Income
CA Pers Limit Income
CA Pers Limit Rate
CA SDI/VPDI Tax Rate
CA SDI/VPDI Income Max
CA SDI/VPDI Tax Max
CA Standard Deduction
CA Pers Exemption Div
CA Pers Exemption Div
CA Pers Exemption
CA Dep Pers Exemption
AMT Income Exemption
AMT Income Exemption Limit
AMT Income Exemption Rate
AMT Low Income Tax Rate
AMT Medical Deduction Rate

Federal and State of California Tax Planner

Taxes Due Summary

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Total Fed/CA Tax

Total Fed Tax
Total CA Tax
Medicare
SE Tax
FICA
Est Fed/CA Total Tax
Est Fed Total Tax
Est CA Total Tax
Est Fed Tax Paid to Date
Est CA Tax Paid to Date
Est Fed/CA Tax Paid to Date
Fed Tax Remaining
CA Tax Remaining
Fed/CA Tax Remaining

Primary Job W2 Income

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Income

Second Job W2 Income

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Income

Federal and State of California Tax Planner

Schedule C Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

January
February
March
April
May
June
July
August
September
October
November
December
Total Income

Federal Estimated Tax Payments

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Est Tax Paid

Schedule C Expenses
0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Expenses

California Estimated Tax Payments

0.00
January
0.00
February
0.00
March
0.00
April
0.00
May
0.00
June
0.00
July
0.00
August
0.00
September
0.00
October
0.00
November
0.00
December
0.00

Total Est Tax Paid