Year-end tax planner

See where your tax year is heading and get actionable moves before December 31.

Early Access - full planning mode is optimized for October to December

Current YTD incomeCurrent YTD withholdingExpected additional income before Dec 31401k contribution room remainingHSA contribution roomCharitable giving planned

Projected tax liability

$22,000

You may owe $10,000.

Urgency

Planning window open

Potential HSA tax benefit: $440

Top 3 action items before Dec 31

• Max your 401k - could save about $1,980.
• Consider charitable giving of $1,000 for roughly $220 in potential tax benefit.
• Increase withholding by about $1,250 per remaining month to reduce underpayment risk.