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2024 taxes - Denise's summary

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                                                                       515 Junction Court, Suite 210
                                                                                 Madison, WI 53717

Opperman & Lyle CPAs                                                                 (608) 555-0119
                                                                             oppermanlyle.example




Your 2024 Tax Returns - Summary
March 20, 2025

Raymond C. and Margaret A. Ostrander, married filing jointly

Both returns were filed electronically on March 20, 2025, and accepted the next day.

Federal
                                                                                        Amount

 Social Security benefits received                                                  $61,124.00

 Taxable part of Social Security benefits                                           $51,955.00

 Pension (Wisconsin Retirement System)                                              $28,740.00

 IRA distributions                                                                  $20,000.00

 Interest and dividends                                                               $6,410.00

 Capital gain distributions                                                           $2,765.00

 Adjusted gross income                                                             $109,870.00

 Standard deduction, both over 65                                                   $32,300.00

 Taxable income                                                                     $77,570.00

 Total tax                                                                            $8,402.00

 Withholding and estimated payments made for 2024                                     $8,950.00

 Refund, applied to your 2025 estimated tax                                             $548.00


Wisconsin
                                                                                        Amount

 Wisconsin tax                                                                        $3,105.00

 Withholding and estimated payments made for 2024                                     $3,000.00

 Balance paid with the return                                                           $105.00


Estimated payments for 2025
 Due                           Federal                                               Wisconsin

 April 15, 2025                $1,152.00 (after the $548.00 refund)                     $400.00

 June 16, 2025                 $1,700.00                                                $400.00

 September 15, 2025            $1,700.00                                                $400.00

 January 15, 2026              $1,700.00                                                $400.00

Ray turns 73 in 2026, and his required minimum distributions from the rollover IRA begin that
year. We should talk in the fall of 2025 about whether to take a little more from the IRA in 2025
while you are in the 12% bracket.

Our fee for preparing both returns is $460.00.

Denise Opperman, CPA

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2024 taxes - Denise's summary Document · saved Mar 24, 2025

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Planted

near_duplicate Each current policy sits next to last year's. Peg has an old and a new passport. Two diamond solitaire rings, hers and her mother's. Old and new doses of the same drug. Two jewelry appraisals eight years apart, whose names no longer say which is current. Two years of the accountant's summary. The 2019 wills and the 2003 ones are both still in the grey box, per two notes. Not every expired policy is labelled as such any more; the dates say it.

only_in_file The facts kept in one file and nowhere else. The long-term care daily benefit ($272.27) is only on the schedule. The life policy's cash value is only on its statement. The cabin's wind deductible ($7,700) and its theft and tree limits are only on its declarations. The house policy's jewelry sublimit, water backup limit and the rule about leaving the house empty in winter (condition 6.4, on page 5 of 8) are only in the policy. Ray's LDL of 68 is only on the lab sheet. Adjusted gross income for 2025 ($116,640) and for 2024 ($109,870) is only in each year's summary. The truck's title number is only on the title (that there is no lien also follows from the purchase receipt's "no loan"). The value of Peg's IRA is only on its statement. The septic system's design and the county's three-year pumping rule are only on the permit.

attachments.yaml 
record: doc-tax-return-2024
template: document
style: statement
org:
  name: Opperman & Lyle CPAs
  lines:
  - 515 Junction Court, Suite 210
  - Madison, WI 53717
  phone: '6085550119'
  web: oppermanlyle.example
  color: '#34495e'
title: Your 2024 Tax Returns - Summary
body: 'March 20, 2025


  Raymond C. and Margaret A. Ostrander, married filing jointly


  Both returns were filed electronically on March 20, 2025, and accepted the next day.


  ## Federal


  | | Amount |

  |---|---|

  | Social Security benefits received | $61,124.00 |

  | Taxable part of Social Security benefits | $51,955.00 |

  | Pension (Wisconsin Retirement System) | $28,740.00 |

  | IRA distributions | $20,000.00 |

  | Interest and dividends | $6,410.00 |

  | Capital gain distributions | $2,765.00 |

  | **Adjusted gross income** | **$109,870.00** |

  | Standard deduction, both over 65 | $32,300.00 |

  | Taxable income | $77,570.00 |

  | Total tax | $8,402.00 |

  | Withholding and estimated payments made for 2024 | $8,950.00 |

  | **Refund, applied to your 2025 estimated tax** | **$548.00** |


  ## Wisconsin


  | | Amount |

  |---|---|

  | Wisconsin tax | $3,105.00 |

  | Withholding and estimated payments made for 2024 | $3,000.00 |

  | **Balance paid with the return** | **$105.00** |


  ## Estimated payments for 2025


  | Due | Federal | Wisconsin |

  |---|---|---|

  | April 15, 2025 | $1,152.00 (after the $548.00 refund) | $400.00 |

  | June 16, 2025 | $1,700.00 | $400.00 |

  | September 15, 2025 | $1,700.00 | $400.00 |

  | January 15, 2026 | $1,700.00 | $400.00 |


  Ray turns 73 in 2026, and his required minimum distributions from the rollover IRA begin that year.
  We

  should talk in the fall of 2025 about whether to take a little more from the IRA in 2025 while you are

  in the 12% bracket.


  Our fee for preparing both returns is $460.00.


  Denise Opperman, CPA

  '