Changes
Adjustments sit on top of the engine's numbers β the original is never lost. Who, why, evidence, tax effect and approval travel with each one.
Federal total tax
engine 81,962β 81,962
approved only: 81,962 Β· balance 4,220
California total tax
engine 18,874β 18,874
approved only: 18,874 Β· balance -8,256
Adjustments
0 live Β· 0 awaiting approval Β· partner needed over 1,000Adjustments ledger
No adjustments yet. Accept proposals on Checks, or adjust any number from its trace.
Bulk actions
| None yet β bulk verify sales or documents, bulk-accept checks, bulk-explain swings. |
Compare versions
v1 2026-03-04 β First run after the client marked the upload complete (2026-03-02).
v2 2026-03-19 β Recompute: corrected Meridian Brokerage 1099 received 2026-03-18.
v3 2026-06-23 β Recompute: Ridgeline K-1 and state supplement received 2026-06-22; 2023 S corporation K-1 (received 2026-06-05), SEP confirmation and 2025 Form 5498 now in file; extension payments made 2026-04-14.
v2 2026-03-19 β Recompute: corrected Meridian Brokerage 1099 received 2026-03-18.
v3 2026-06-23 β Recompute: Ridgeline K-1 and state supplement received 2026-06-22; 2023 S corporation K-1 (received 2026-06-05), SEP confirmation and 2025 Form 5498 now in file; extension payments made 2026-04-14.
| Line | Area | v2 | workpaper | Ξ |
|---|---|---|---|---|
| F1040.11 Adjusted gross income | Tax computation | 429,820 | 445,590 | +15,770 |
| F1040.15 Taxable income | Tax computation | 331,143 | 346,913 | +15,770 |
| F1040.16 Tax (Schedule D tax worksheet) | Tax computation | 56,595 | 59,727 | +3,132 |
| F1040.17 Amount from Schedule 2, line 3 | Tax computation | 3,700 | 3,871 | +171 |
| F1040.18 Add lines 16 and 17 | Tax computation | 60,295 | 63,598 | +3,303 |
| F1040.19 Child tax credit / credit for other dependents | Deductions & credits | 1,200 | 400 | β800 |
| F1040.20 Amount from Schedule 3, line 8 | Tax computation | 186 | 396 | +210 |
| F1040.22 Tax after nonrefundable credits | Tax computation | 58,909 | 62,802 | +3,893 |
| F1040.23 Other taxes from Schedule 2, line 21 | Tax computation | 18,561 | 19,160 | +599 |
| F1040.24 Total tax | Tax computation | 77,470 | 81,962 | +4,492 |
| F1040.2b Taxable interest | Investments & digital assets | 6,330 | 6,450 | +120 |
| F1040.31 Amount from Schedule 3, line 15 | Payments & penalties | 3,342 | 39,342 | +36,000 |
| F1040.33 Total payments | Payments & penalties | 41,742 | 77,742 | +36,000 |
| F1040.37 Amount you owe | Payments & penalties | 35,728 | 4,220 | β31,508 |
| F1040.7 Capital gain or (loss) | Investments & digital assets | 177,777 | 185,027 | +7,250 |
| F1040.8 Additional income from Schedule 1 | Tax computation | 61,624 | 70,024 | +8,400 |
| F1040.9 Total income | Tax computation | 465,217 | 480,987 | +15,770 |
| F540NR.13 Federal AGI | California part-year (540NR) | 429,820 | 445,590 | +15,770 |
| F540NR.17 Total AGI using California law | California part-year (540NR) | 465,326 | 481,096 | +15,770 |
| F540NR.19 Total taxable income | California part-year (540NR) | 406,200 | 421,970 | +15,770 |
| F540NR.31 Tax on total taxable income | California part-year (540NR) | 30,861 | 32,328 | +1,467 |
| F540NR.32 California AGI | California part-year (540NR) | 296,064 | 305,349 | +9,285 |
| F540NR.34 Deduction percentage (line 32 / line 17) | California part-year (540NR) | 0.6363 | 0.6347 | 0 |
| F540NR.35 California taxable income | California part-year (540NR) | 258,445 | 267,822 | +9,377 |
| F540NR.36 CA tax rate (line 31 / line 19) | California part-year (540NR) | 0.076 | 0.0766 | 0 |
| F540NR.37 California tax before exemption credits | California part-year (540NR) | 19,642 | 20,515 | +873 |
| F540NR.39 Prorated exemption credits | California part-year (540NR) | 799 | 797 | β2 |
| F540NR.40 Regular tax | California part-year (540NR) | 18,843 | 19,718 | +875 |
| F540NR.64 Total tax | California part-year (540NR) | 17,999 | 18,874 | +875 |
| F540NR.97 Overpaid tax | Payments & penalties | 9,131 | 8,256 | β875 |
| F6251.1 Taxable income (1040 line 11 minus line 14) | Tax computation | 331,143 | 346,913 | +15,770 |
| F6251.10 Regular tax minus foreign tax credit | Tax computation | 56,409 | 59,331 | +2,922 |
| F6251.11 Alternative minimum tax | Tax computation | 3,700 | 3,871 | +171 |
| F6251.4 Alternative minimum taxable income | Tax computation | 411,143 | 426,913 | +15,770 |
| F6251.6 AMTI minus exemption | Tax computation | 274,143 | 289,913 | +15,770 |
| F6251.7 Tentative minimum tax before credit | Tax computation | 60,295 | 63,598 | +3,303 |
| F6251.8 AMT foreign tax credit | Tax computation | 186 | 396 | +210 |
| F6251.9 Tentative minimum tax | Tax computation | 60,109 | 63,202 | +3,093 |
| F7203.1 Stock basis at beginning of year | K-1s & basis | 8,200 | 2,300 | β5,900 |
| F7203.5 Stock basis before distributions | K-1s & basis | 26,685 | 20,785 | β5,900 |
| F7203.excess Distributions in excess of basis (capital gain) | K-1s & basis | 15,315 | 21,215 | +5,900 |
| F8582.3a Other passive activities with net income | Rentals & the condo sale | 18,400 | 26,800 | +8,400 |
| F8582.4 Combine lines 1d and 3d | Rentals & the condo sale | 84,810 | 93,210 | +8,400 |
| F8812.1 Modified AGI | Deductions & credits | 429,820 | 445,590 | +15,770 |
| F8812.11 Phase-out reduction | Deductions & credits | 1,500 | 2,300 | +800 |
| F8812.12 Credit after phase-out | Deductions & credits | 1,200 | 400 | β800 |
| F8949.F.SCORP Lindqvist Family Woodworks, Inc. - distributions in excess of stock basis (acquired 2018-12-20, sold 2025-12-31; proceeds 21,215.00, basis 0.00) | K-1s & basis | 15,315 | 21,215 | +5,900 |
| F8949.F.total Box F totals (proceeds 21,215.00; basis 0.00; adjustments 0.00) | K-1s & basis | 15,315 | 21,215 | +5,900 |
| F8960.1 Taxable interest | Investments & digital assets | 6,330 | 6,450 | +120 |
| F8960.12 Net investment income | Investments & digital assets | 170,937 | 186,707 | +15,770 |
| F8960.13 Modified AGI | Investments & digital assets | 429,820 | 445,590 | +15,770 |
| F8960.17 Net investment income tax | Investments & digital assets | 6,496 | 7,095 | +599 |
| F8960.4a Rental real estate, partnerships, S corporations (Schedule E) | Investments & digital assets | -20,230 | -11,830 | +8,400 |
| F8960.5a Net gain from disposition of property | Investments & digital assets | 177,777 | 185,027 | +7,250 |
| F8960.8 Total investment income | Investments & digital assets | 170,937 | 186,707 | +15,770 |
| F8995.33 Taxable income before QBI deduction | Lindqvist Studio (Schedule C) | 344,114 | 359,884 | +15,770 |
| F8995.34 Net capital gain | Lindqvist Studio (Schedule C) | 145,601 | 152,851 | +7,250 |
| F8995.36 Income limitation | Lindqvist Studio (Schedule C) | 39,703 | 41,407 | +1,704 |
| Sch1.10 Additional income | Tax computation | 61,624 | 70,024 | +8,400 |
| Sch1.5 Rental real estate, partnerships, S corporations (Schedule E) | K-1s & basis | -20,230 | -11,830 | +8,400 |
| Sch2.1 Alternative minimum tax | Tax computation | 3,700 | 3,871 | +171 |
| Sch2.12 Net investment income tax | Tax computation | 6,496 | 7,095 | +599 |
| Sch2.21 Total other taxes | Tax computation | 18,561 | 19,160 | +599 |
| Sch2.3 Total (Part I) | Tax computation | 3,700 | 3,871 | +171 |
| Sch3.1 Foreign tax credit (no Form 1116; passive income, total 600 or less) | Investments & digital assets | 186 | 396 | +210 |
| Sch3.10 Amount paid with extension request | Payments & penalties | 0 | 36,000 | +36,000 |
| Sch3.15 Total other payments and refundable credits | Payments & penalties | 3,342 | 39,342 | +36,000 |
| Sch3.8 Total nonrefundable credits (Part I) | Tax computation | 186 | 396 | +210 |
| SchB.1.8 Interest - Ridgeline Real Estate Fund III LP (K-1 box 5) | Investments & digital assets | β | 120 | |
| SchB.2 Total interest | Investments & digital assets | 6,330 | 6,450 | +120 |
| SchB.4 Taxable interest | Investments & digital assets | 6,330 | 6,450 | +120 |
| SchCA540NR.17.A Rental real estate, partnerships, S corporations - federal | California part-year (540NR) | -20,230 | -11,830 | +8,400 |
| SchCA540NR.17.D Rental real estate, partnerships, S corporations - total using CA law | California part-year (540NR) | -20,714 | -12,314 | +8,400 |
| SchCA540NR.17.E Rental real estate, partnerships, S corporations - California amount | California part-year (540NR) | -21,658 | -16,310 | +5,348 |
| SchCA540NR.2.A Taxable interest - federal | California part-year (540NR) | 6,330 | 6,450 | +120 |
| SchCA540NR.2.D Taxable interest - total using CA law | California part-year (540NR) | 5,920 | 6,040 | +120 |
| SchCA540NR.2.E Taxable interest - California amount | California part-year (540NR) | 3,163 | 3,227 | +64 |
| SchCA540NR.22.D Total income using CA law | California part-year (540NR) | 500,723 | 516,493 | +15,770 |
| SchCA540NR.22.E Total California income | California part-year (540NR) | 314,975 | 324,260 | +9,285 |
| SchCA540NR.7.A Capital gain or (loss) - federal | California part-year (540NR) | 177,777 | 185,027 | +7,250 |
| SchCA540NR.7.D Capital gain or (loss) - total using CA law | California part-year (540NR) | 177,777 | 185,027 | +7,250 |
| SchCA540NR.7.E Capital gain or (loss) - California amount | California part-year (540NR) | 51,301 | 55,174 | +3,873 |
| SchD.10 Long-term from Form 8949 box F and K | Investments & digital assets | 21,162 | 27,062 | +5,900 |
| SchD.12 Net long-term gain from partnerships and S corporations | K-1s & basis | 0 | 1,350 | +1,350 |
| SchD.15 Net long-term gain or (loss) | Investments & digital assets | 139,631 | 146,881 | +7,250 |
| SchD.16 Combine lines 7 and 15 | Investments & digital assets | 177,777 | 185,027 | +7,250 |
| SchE.28B Ridgeline Real Estate Fund III LP - passive rental income | K-1s & basis | β | 8,400 | |
| SchE.32 Total partnership and S corporation income | K-1s & basis | 18,400 | 26,800 | +8,400 |
| SchE.41 Total income or (loss) | K-1s & basis | -20,230 | -11,830 | +8,400 |
What-ifs
Studio equipment (38,000): elect section 179 instead of 100% special depreciation.
Federal total tax 81,962 β 81,962 (0)
California 18,874 β 17,824 (β1,050)
22 lines change
F4562-C.12 0β38,000
F4562-C.14 38,000β0
SchCA540NR.12.C 30,400β10,400
SchCA540NR.12.D 112,254β92,254
SchCA540NR.12.E 59,971β49,286
SchCA540NR.22.D 516,493β496,493
SchCA540NR.22.E 324,260β313,575
F540NR.17 481,096β461,096
F540NR.19 421,970β401,970
F540NR.31 32,328β30,468
F540NR.32 305,349β294,664
F540NR.34 0.6347β0.6391
F540NR.35 267,822β256,879
F540NR.36 0.0766β0.0758
F540NR.37 20,515β19,471
F540NR.39 797β803
F540NR.40 19,718β18,668
F540NR.64 18,874β17,824
F540NR.97 8,256β9,306
FTB3885A.STU-PRINTER 2,840β10,314
FTB3885A.STU-CAMERA 3,260β11,839
FTB3885A.STU-WORKST 1,500β5,447
F4562-C.14 38,000β0
SchCA540NR.12.C 30,400β10,400
SchCA540NR.12.D 112,254β92,254
SchCA540NR.12.E 59,971β49,286
SchCA540NR.22.D 516,493β496,493
SchCA540NR.22.E 324,260β313,575
F540NR.17 481,096β461,096
F540NR.19 421,970β401,970
F540NR.31 32,328β30,468
F540NR.32 305,349β294,664
F540NR.34 0.6347β0.6391
F540NR.35 267,822β256,879
F540NR.36 0.0766β0.0758
F540NR.37 20,515β19,471
F540NR.39 797β803
F540NR.40 19,718β18,668
F540NR.64 18,874β17,824
F540NR.97 8,256β9,306
FTB3885A.STU-PRINTER 2,840β10,314
FTB3885A.STU-CAMERA 3,260β11,839
FTB3885A.STU-WORKST 1,500β5,447
Studio equipment: elect out of special depreciation; regular 5-year MACRS.
Federal total tax 81,962 β 92,207 (+10,245)
California 18,874 β 18,614 (β260)
75 lines change
F4562-C.14 38,000β0
F4562-C.19a 0β7,600
F4562-C.22 38,000β7,600
SchC.13 38,000β7,600
SchC.28 80,646β50,246
SchC.29 83,054β113,454
SchC.31 81,854β112,254
SchSE.2 81,854β112,254
SchSE.4a 75,592β103,667
SchSE.6 75,592β103,667
SchSE.10 9,373β12,855
SchSE.11 2,192β3,006
SchSE.12 11,565β15,861
SchSE.13 5,783β7,931
Sch1.16 15,214β18,000
Sch1.15 5,783β7,931
Sch1.3 81,854β112,254
Sch1.10 70,024β100,424
Sch1.26 35,397β40,331
F1040.8 70,024β100,424
F1040.9 480,987β511,387
F1040.10 35,397β40,331
F1040.11 445,590β471,056
F8995.2.1 46,457β71,924
F8995.15.1 9,291β14,385
F8995.27 12,971β18,065
F8995.33 359,884β385,350
F8995.36 41,407β46,500
F8995.39 12,971β18,065
F1040.13 12,971β18,065
F1040.14 98,677β103,771
F1040.15 346,913β367,285
F1040.16 59,727β64,616
F6251.1 346,913β367,285
F6251.4 426,913β447,285
F6251.6 289,913β310,285
F6251.7 63,598β68,894
F6251.9 63,202β68,498
F6251.10 59,331β64,220
F6251.11 3,871β4,278
Sch2.1 3,871β4,278
Sch2.3 3,871β4,278
F1040.17 3,871β4,278
F1040.18 63,598β68,894
F8812.1 445,590β471,056
F8812.11 2,300β3,600
F8812.12 400β0
F1040.19 400β0
F1040.22 62,802β68,498
Sch2.4 11,565β15,861
F8959.8 75,592β103,667
F8959.13 500β753
F8959.18 500β753
Sch2.11 500β753
F8960.13 445,590β471,056
Sch2.21 19,160β23,709
F1040.23 19,160β23,709
F1040.24 81,962β92,207
F1040.37 4,220β14,465
SchCA540NR.12.A 81,854β112,254
SchCA540NR.26.D 35,397β40,331
SchCA540NR.26.E 18,911β21,547
F540NR.13 445,590β471,056
F540NR.17 481,096β476,162
F540NR.19 421,970β417,036
F540NR.31 32,328β31,869
F540NR.32 305,349β302,713
F540NR.34 0.6347β0.6357
F540NR.35 267,822β265,125
F540NR.36 0.0766β0.0764
F540NR.37 20,515β20,256
F540NR.39 797β798
F540NR.40 19,718β19,458
F540NR.64 18,874β18,614
F540NR.97 8,256β8,516
F4562-C.19a 0β7,600
F4562-C.22 38,000β7,600
SchC.13 38,000β7,600
SchC.28 80,646β50,246
SchC.29 83,054β113,454
SchC.31 81,854β112,254
SchSE.2 81,854β112,254
SchSE.4a 75,592β103,667
SchSE.6 75,592β103,667
SchSE.10 9,373β12,855
SchSE.11 2,192β3,006
SchSE.12 11,565β15,861
SchSE.13 5,783β7,931
Sch1.16 15,214β18,000
Sch1.15 5,783β7,931
Sch1.3 81,854β112,254
Sch1.10 70,024β100,424
Sch1.26 35,397β40,331
F1040.8 70,024β100,424
F1040.9 480,987β511,387
F1040.10 35,397β40,331
F1040.11 445,590β471,056
F8995.2.1 46,457β71,924
F8995.15.1 9,291β14,385
F8995.27 12,971β18,065
F8995.33 359,884β385,350
F8995.36 41,407β46,500
F8995.39 12,971β18,065
F1040.13 12,971β18,065
F1040.14 98,677β103,771
F1040.15 346,913β367,285
F1040.16 59,727β64,616
F6251.1 346,913β367,285
F6251.4 426,913β447,285
F6251.6 289,913β310,285
F6251.7 63,598β68,894
F6251.9 63,202β68,498
F6251.10 59,331β64,220
F6251.11 3,871β4,278
Sch2.1 3,871β4,278
Sch2.3 3,871β4,278
F1040.17 3,871β4,278
F1040.18 63,598β68,894
F8812.1 445,590β471,056
F8812.11 2,300β3,600
F8812.12 400β0
F1040.19 400β0
F1040.22 62,802β68,498
Sch2.4 11,565β15,861
F8959.8 75,592β103,667
F8959.13 500β753
F8959.18 500β753
Sch2.11 500β753
F8960.13 445,590β471,056
Sch2.21 19,160β23,709
F1040.23 19,160β23,709
F1040.24 81,962β92,207
F1040.37 4,220β14,465
SchCA540NR.12.A 81,854β112,254
SchCA540NR.26.D 35,397β40,331
SchCA540NR.26.E 18,911β21,547
F540NR.13 445,590β471,056
F540NR.17 481,096β476,162
F540NR.19 421,970β417,036
F540NR.31 32,328β31,869
F540NR.32 305,349β302,713
F540NR.34 0.6347β0.6357
F540NR.35 267,822β265,125
F540NR.36 0.0766β0.0764
F540NR.37 20,515β20,256
F540NR.39 797β798
F540NR.40 19,718β19,458
F540NR.64 18,874β18,614
F540NR.97 8,256β8,516
Treat the 11,000 HVAC replacement at 1450 Fremont Way as an improvement depreciated over 27.5 years instead of a repair.
Federal total tax 81,962 β 85,595 (+3,633)
California 18,874 β 19,770 (+896)
63 lines change
F4562-E.total-A 13,891β14,041
SchE.14A 13,300β2,300
SchE.18A 13,891β14,041
SchE.20A 53,157β42,307
SchE.21A -15,957β-5,107
F8582.1b -22,480β-11,630
F8582.4 93,210β104,060
SchE.22A -22,257β-11,407
SchE.26 -38,630β-27,780
SchE.41 -11,830β-980
Sch1.5 -11,830β-980
Sch1.10 70,024β80,874
F1040.8 70,024β80,874
F1040.9 480,987β491,837
F1040.11 445,590β456,440
F8995.33 359,884β370,734
F8995.36 41,407β43,577
F1040.15 346,913β357,763
F1040.16 59,727β62,331
F6251.1 346,913β357,763
F6251.4 426,913β437,763
F6251.6 289,913β300,763
F6251.7 63,598β66,419
F6251.9 63,202β66,023
F6251.10 59,331β61,935
F6251.11 3,871β4,088
Sch2.1 3,871β4,088
Sch2.3 3,871β4,088
F1040.17 3,871β4,088
F1040.18 63,598β66,419
F8812.1 445,590β456,440
F8812.11 2,300β2,850
F8812.12 400β0
F1040.19 400β0
F1040.22 62,802β66,023
F8960.4a -11,830β-980
F8960.8 186,707β197,557
F8960.12 186,707β197,557
F8960.13 445,590β456,440
F8960.17 7,095β7,507
Sch2.12 7,095β7,507
Sch2.21 19,160β19,572
F1040.23 19,160β19,572
F1040.24 81,962β85,595
F1040.37 4,220β7,853
SchCA540NR.17.A -11,830β-980
SchCA540NR.17.D -12,314β-1,464
SchCA540NR.17.E -16,310β-5,460
SchCA540NR.22.D 516,493β527,343
SchCA540NR.22.E 324,260β335,110
F540NR.13 445,590β456,440
F540NR.17 481,096β491,946
F540NR.19 421,970β432,820
F540NR.31 32,328β33,337
F540NR.32 305,349β316,199
F540NR.34 0.6347β0.6428
F540NR.35 267,822β278,196
F540NR.36 0.0766β0.077
F540NR.37 20,515β21,421
F540NR.39 797β807
F540NR.40 19,718β20,614
F540NR.64 18,874β19,770
F540NR.97 8,256β7,360
SchE.14A 13,300β2,300
SchE.18A 13,891β14,041
SchE.20A 53,157β42,307
SchE.21A -15,957β-5,107
F8582.1b -22,480β-11,630
F8582.4 93,210β104,060
SchE.22A -22,257β-11,407
SchE.26 -38,630β-27,780
SchE.41 -11,830β-980
Sch1.5 -11,830β-980
Sch1.10 70,024β80,874
F1040.8 70,024β80,874
F1040.9 480,987β491,837
F1040.11 445,590β456,440
F8995.33 359,884β370,734
F8995.36 41,407β43,577
F1040.15 346,913β357,763
F1040.16 59,727β62,331
F6251.1 346,913β357,763
F6251.4 426,913β437,763
F6251.6 289,913β300,763
F6251.7 63,598β66,419
F6251.9 63,202β66,023
F6251.10 59,331β61,935
F6251.11 3,871β4,088
Sch2.1 3,871β4,088
Sch2.3 3,871β4,088
F1040.17 3,871β4,088
F1040.18 63,598β66,419
F8812.1 445,590β456,440
F8812.11 2,300β2,850
F8812.12 400β0
F1040.19 400β0
F1040.22 62,802β66,023
F8960.4a -11,830β-980
F8960.8 186,707β197,557
F8960.12 186,707β197,557
F8960.13 445,590β456,440
F8960.17 7,095β7,507
Sch2.12 7,095β7,507
Sch2.21 19,160β19,572
F1040.23 19,160β19,572
F1040.24 81,962β85,595
F1040.37 4,220β7,853
SchCA540NR.17.A -11,830β-980
SchCA540NR.17.D -12,314β-1,464
SchCA540NR.17.E -16,310β-5,460
SchCA540NR.22.D 516,493β527,343
SchCA540NR.22.E 324,260β335,110
F540NR.13 445,590β456,440
F540NR.17 481,096β491,946
F540NR.19 421,970β432,820
F540NR.31 32,328β33,337
F540NR.32 305,349β316,199
F540NR.34 0.6347β0.6428
F540NR.35 267,822β278,196
F540NR.36 0.0766β0.077
F540NR.37 20,515β21,421
F540NR.39 797β807
F540NR.40 19,718β20,614
F540NR.64 18,874β19,770
F540NR.97 8,256β7,360
Take the standard deduction instead of itemizing.
Federal total tax 81,962 β 94,268 (+12,306)
California 18,874 β 18,874 (0)
20 lines change
F1040.12 85,706β31,500
F1040.13 12,971β11,346
F1040.14 98,677β42,846
F1040.15 346,913β402,744
F1040.16 59,727β73,127
F6251.1 346,913β402,744
F6251.2a 40,000β31,500
F6251.4 426,913β474,244
F6251.6 289,913β337,244
F6251.7 63,598β75,904
F6251.9 63,202β75,508
F6251.10 59,331β72,731
F6251.11 3,871β2,777
Sch2.1 3,871β2,777
Sch2.3 3,871β2,777
F1040.17 3,871β2,777
F1040.18 63,598β75,904
F1040.22 62,802β75,108
F1040.24 81,962β94,268
F1040.37 4,220β16,526
F1040.13 12,971β11,346
F1040.14 98,677β42,846
F1040.15 346,913β402,744
F1040.16 59,727β73,127
F6251.1 346,913β402,744
F6251.2a 40,000β31,500
F6251.4 426,913β474,244
F6251.6 289,913β337,244
F6251.7 63,598β75,904
F6251.9 63,202β75,508
F6251.10 59,331β72,731
F6251.11 3,871β2,777
Sch2.1 3,871β2,777
Sch2.3 3,871β2,777
F1040.17 3,871β2,777
F1040.18 63,598β75,904
F1040.22 62,802β75,108
F1040.24 81,962β94,268
F1040.37 4,220β16,526
Use the annualized income installment method for the underpayment penalty.
Federal total tax 81,962 β 81,962 (0)
California 18,874 β 18,874 (0)
0 lines change
Try your own β nothing is saved unless you save it as a scenario
Change a value to see the estimated effect.
Extension estimate (made 2026-04-14 from v2)
Federal: estimated tax 77,470 β payments 41,742 = 35,728 β paid 36,000 with Form 4868 (balance due rounded up to the next 500). California: -9,131 β paid 0.