Federal return workspace
A year view covering W-2 income, other income, Schedule C, trading, taxable income, total tax, and amount owed.
W-2Schedule C4797
Tax
BudgetR Tax
Keep your tax planning organized during the year.
Organize income, business activity, deductions, loss carryforwards and recorded tax payments. Review estimates with their source records and export JSON or CSV for further review.
Tax workspace · project 2026
→ projected rules labeled · diagnostics ready · CSV export available
price
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Annual: Loading price…
Includes Personal; trial starts after account approval.
For people who need a closer look at tax planning during the year.
Both W-2 and 1099 income
Schedule C business activity alongside employment
Active trading with or without MTM election
NOL carryforwards from prior tax years
Quarterly payments and withholding that need year-round comparison
Manual and mirrored inputs that need a documented review trail
Bring your tax inputs together for review.
Know which inputs were reviewed
Each year's preview identifies filed records, completed manual inputs and data copied from other parts of BudgetR. Check that status before using an estimate.
filedmanual completemixedmirror only
Error and warning system
Validation separates blocking errors from planning warnings and flags missing inputs, NOL limits, and projected-rule assumptions.
missing inputsNOL limitprojected rules
NOL carryforward management
Track current-year generation, prior-year usage, remaining balance, and the post-2017 80 percent limitation.
current yearappliedremaining
Payment planning
Record withholding and manual payments, then compare them with projected federal and state liability by year.
withholdingpaymentsremaining due
CPA export
Export the computed return package as JSON or line-item CSV for review and downstream handoff.
JSONCSVline items
4 MODES
filed · manual complete · mixed · mirror only
JSON + CSV
current review export formats
2024–2026
published tax-rule years
guardrails
- BudgetR Tax does not file returns, e-file, or generate paper returns.
- BudgetR Tax computes and organizes; it does not give tax advice.
- Gift, estate, trust, and non-US tax are not in scope.
- Years after 2026 are projections using the latest supported rule set and are labeled accordingly.
- Payment execution remains manual unless a future workflow explicitly adds confirmed payment actions.
How to start
- 1Request Tax access and wait for account approval.
- 2Open the Tax workspace and select the current year.
- 3Enter prior-year carryforward and business inputs that are not mirrored from the core app.
- 4Review trading summaries if applicable.
- 5Resolve diagnostics before exporting JSON or CSV.
Pricing
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Annual: Loading price…
- - Includes the full BudgetR Personal feature set.
- - The trial begins only after the account is approved.
- - Computed outputs require review and do not replace professional judgment.