Tax Strategy Estimator

Filing Status

Age 65 or older?

W-2 Wages ($/yr)

Self-Employed / Schedule C Net Income ($/yr)

Business Structure (if SE income > 0)

Is this a Specified Service Trade/Business? (SSTB — consulting, law, health, finance, etc.)

Long-Term Capital Gains + Qualified Dividends ($/yr)

Rental Real Estate Income/(Loss) ($/yr)

Real Estate Professional Status (REPS) or Short-Term Rental w/ material participation?

Itemized Deductions — Mortgage Interest ($/yr)

Itemized Deductions — State & Local Taxes Paid ($/yr)

Itemized Deductions — Charitable Contributions ($/yr)

HSA-Eligible (High Deductible Health Plan)?

Currently maxing 401(k) / Solo 401(k) / SEP?

# Dependent Children Under 17

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