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I snuck in a small Roth conversion at the last minute, and I’m excited to see how close my tax estimate was. This year I had:
- tax gain harvesting
- Roth conversion
- bank account signup bonuses
- bigger bonus than expected
I have a spreadsheet that should pretty accurately estimate my taxes, but we’ll see how accurate it is. Either way, I’m getting a sizeable refund this year because I make some mistakes on my estimate earlier in the year (overcorrection after paying a fee last tax season), so hopefully this year I’ll be a bit closer.