Financial planning for STEM professionals
Income and Tax Withholding Projections
Income Projector Data Entry
Use this form to extrapolate payroll and taxes for the year.
Employer Name
Tax Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Age
Client Start Date
Pay Check Date *
Payroll Run Date *
Last payroll due to layoff/job change?
No
Yes
Number of Payroll Periods
12
24
26
Earnings & Taxes
Gross Pay – Current
Gross Pay – YTD
Bonus – YTD
Bonus – Proj
Federal Income Tax WH – Current
Federal Income Tax WH – YTD
Social Security Tax WH – Current
Social Security Tax WH – YTD
Medicare Tax Withheld – Current
Medicare Tax Withheld – YTD
Employee Benefits
FSA – Dependent Care – Current
FSA – Dep Care – YTD
HSA – Current
HSA – YTD
Medical – Current
Medical – YTD
Dental – Current
Dental – YTD
Vision – Current
Vision – YTD
Other – Current
Other – YTD
Retirement Plans
403(b) – Current
403(b) – YTD
401(k) – Current
401(k) – YTD
457 – Current
457 – YTD
DCP – Current
DCP – YTD
Stock Compensation
RSU Tax Withholding %
0%
10%
22%
24%
30%
32%
35%
37%
RSU Income (Vested)
RSU Income (Projected)
Disqualified ISO Disposition
Disqualified ESPP Disposition
2025 Parameters (editable)
Social Security Cap
Social Security Tax Rate
Medicare Tax Below Threshold
Medicare Tax Above Threshold
MFJ Medicare Threshold
Single Medicare Threshold
MFS Medicare Threshold
Max 401(k) Under 50
Max 401(k) 50+
Max IRA Under 50
Max IRA 50+
Mega Backdoor Under 50
Mega Backdoor 50+
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