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$18,400 in itemized deductions including $12,200 in mortgage interest and $4,800 in state taxes (SALT cap applied). This exceeded the standard deduction by $3,850.
Retirement contributions look strong — combined $41,000 in 401(k) contributions. Consider a backdoor Roth conversion for additional tax-advantaged growth.
Estimated tax payments may need adjusting — Q3 and Q4 payments were $800 short of the safe harbor threshold, which could trigger an underpayment penalty next year.
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