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dec. 15
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apr. 17
1st quarter estimated taxes
Bob & Jane Smith - Joint taxable - Mutual fund account
apr. 17
1st quarter estimated taxes
Jane Smith - Traditional IRA - Mutual fund account
jun. 15
2nd quarter estimated taxes
Bob & Jane Smith - Joint taxable - Mutual fund account
jun. 15
2nd quarter estimated taxes
Jane Smith - Traditional IRA - Mutual fund account
sep. 15
3rd quarter estimated taxes
Bob & Jane Smith - Joint taxable - Mutual fund account
sep. 15
3rd quarter estimated taxes
Jane Smith - Traditional IRA - Mutual fund account
dec. 31
Year-end tax moves
Bob & Jane Smith - Joint taxable - Mutual fund account
dec. 31
Roth conversion
Jane Smith - Traditional IRA - Mutual fund account
dec. 31
Required minimum distribution
Jane Smith - Traditional IRA - Mutual fund account
jan. 15
1099-R
Jane Smith - Traditional IRA - Mutual fund account
jan. 17
4th quarter estimated taxes
Bob & Jane Smith - Joint taxable - Mutual fund account
jan. 17
4th quarter estimated taxes
Jane Smith - Traditional IRA - Mutual fund account
jan. 30
1099-DIV
Bob & Jane Smith - Joint taxable - Mutual fund account
jan. 30
1099-B
Bob & Jane Smith - Joint taxable - Mutual fund account
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$749,862.00 
Value as of 07/08/2016
All accounts
4
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My quarterly summary
As of 01/30/2016 2:33 AM ET
Year total
2015
4Q
2015
1Q
2016
2Q
2016
3Q
2016
YTD
2016
dividends & interest distributions
$4,785.00
$1,021.50
$1,021.50
$1,021.50
0
$2,043.00
capital gains distribution
short-term
$385.00
$195.00
$195.00
$195.00
0
$380.00
long-term
$5,689.00
$512.00
$414.00
$413.00
0
$827.00
sale of securities
short-term
0
0
0
0
0
0
long-term
0
0
0
0
0
0
total nonretirement income
$10,859.00
$1,728.50
$1,728.50
$1,728.50
0
$3,250.00
As of 01/30/2016 2:33 AM ET
Year total
2015
4Q
2015
1Q
2016
2Q
2016
3Q
2016
YTD
2016
retirement account distributions
$56,895.00
0
$14,100.00
$4,650.00
0
$18,750.00
Federal tax withheld
$5,690.00
0
$1,410.00
$465.00
0
$1,875.00
State tax witheld
0
0
0
0
0
0
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