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2025 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 2025 Tax Returns - Summary
March 24, 2026

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

Both returns were filed electronically on March 24, 2026, and accepted the same day.

Federal
                                                                                       Amount

 Social Security benefits received                                                 $62,652.00

 Taxable part of Social Security benefits                                          $53,254.00

 Pension (Wisconsin Retirement System)                                             $29,280.00

 IRA distributions                                                                 $24,000.00

 Interest and dividends                                                              $6,918.00

 Capital gain distributions                                                          $3,188.00

 Adjusted gross income                                                            $116,640.00

 Standard deduction, both over 65, and the senior deduction                        $46,700.00

 Taxable income                                                                    $69,940.00

 Total tax                                                                           $7,541.00

 Withholding and estimated payments made for 2025                                    $7,160.00

 Balance paid with the return                                                          $381.00


Wisconsin
                                                                                       Amount

 Wisconsin tax                                                                       $2,912.00

 Withholding and estimated payments made for 2025                                    $2,760.00

 Balance paid with the return                                                          $152.00


Estimated payments for 2026
Ray's required minimum distributions begin in 2026 and will add about $28,000 of income,
some $4,000 more than he withdrew in 2025. Withholding on those withdrawals covers most
of the difference. Please also pay:

 Due                                         Federal                          Wisconsin

 April 15, 2026                              $1,850.00                           $420.00

 June 15, 2026                               $1,850.00                           $420.00

 September 15, 2026                          $1,850.00                           $420.00

 January 15, 2027                            $1,850.00                           $420.00

Our fee for preparing both returns is $485.00.

Denise Opperman, CPA

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Record

2025 taxes - Denise's summary Document · saved Mar 27, 2026

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bill-estimated-federal-2026-q1.amount 1850.0
bill-estimated-wisconsin-2026-q1.amount 420.0
bill-estimated-federal-2026-q2.amount 1850.0
bill-estimated-wisconsin-2026-q2.amount 420.0
bill-estimated-federal-2026-q3.amount 1850.0
bill-estimated-wisconsin-2026-q3.amount 420.0
bill-estimated-federal-2026-q4.amount 1850.0
bill-estimated-wisconsin-2026-q4.amount 420.0
bill-opperman-2026.amount 485.0

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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-2025
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 2025 Tax Returns - Summary
body: 'March 24, 2026


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


  Both returns were filed electronically on March 24, 2026, and accepted the same day.


  ## Federal


  | | Amount |

  |---|---|

  | Social Security benefits received | $62,652.00 |

  | Taxable part of Social Security benefits | $53,254.00 |

  | Pension (Wisconsin Retirement System) | $29,280.00 |

  | IRA distributions | $24,000.00 |

  | Interest and dividends | $6,918.00 |

  | Capital gain distributions | $3,188.00 |

  | **Adjusted gross income** | **$116,640.00** |

  | Standard deduction, both over 65, and the senior deduction | $46,700.00 |

  | Taxable income | $69,940.00 |

  | Total tax | $7,541.00 |

  | Withholding and estimated payments made for 2025 | $7,160.00 |

  | **Balance paid with the return** | **$381.00** |


  ## Wisconsin


  | | Amount |

  |---|---|

  | Wisconsin tax | $2,912.00 |

  | Withholding and estimated payments made for 2025 | $2,760.00 |

  | **Balance paid with the return** | **$152.00** |


  ## Estimated payments for 2026


  Ray''s required minimum distributions begin in 2026 and will add about $28,000 of income, some $4,000
  more than

  he withdrew in 2025. Withholding on those withdrawals covers most of the difference. Please also pay:


  | Due | Federal | Wisconsin |

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

  | April 15, 2026 | {{bill-estimated-federal-2026-q1.amount|money}} | {{bill-estimated-wisconsin-2026-q1.amount|money}}
  |

  | June 15, 2026 | {{bill-estimated-federal-2026-q2.amount|money}} | {{bill-estimated-wisconsin-2026-q2.amount|money}}
  |

  | September 15, 2026 | {{bill-estimated-federal-2026-q3.amount|money}} | {{bill-estimated-wisconsin-2026-q3.amount|money}}
  |

  | January 15, 2027 | {{bill-estimated-federal-2026-q4.amount|money}} | {{bill-estimated-wisconsin-2026-q4.amount|money}}
  |


  Our fee for preparing both returns is {{bill-opperman-2026.amount|money}}.


  Denise Opperman, CPA

  '