Claude Contexts

Total Income

$187,430

W-2 + Interest + Dividends

Total Deductions

$34,850

Itemized (vs $29,200 standard)

Tax Owed

$28,614

Effective rate: 18.7%

Refund

+$2,186

Withheld $30,800

Income

✓ Complete

Source	Form	Amount
Microsoft Corp — Salary via Plaid	W-2	$178,500
Chase Savings — Interest via Plaid	1099-INT	$1,230
Vanguard — Qualified Dividends via Plaid	1099-DIV	$7,700
Adjusted Gross Income		$187,430

Deductions — Itemized

⚑ 1 needs review

✓

Mortgage Interest

$14,200 · 1098 uploaded

✓

Property Tax

$8,400 · County records

✓

Charitable Donations

$6,250 · 4 organizations

Home Office Expense

~$3,800 · Need sq footage

✓

State & Local Tax (SALT)

$10,000 · Capped

✓

Student Loan Interest

$2,200 · 1098-E

Ok I'm ready to do my taxes. What do you have so far?

I've pulled quite a bit already from your connected accounts. Your W-2 from Microsoft came through Plaid, along with your 1099-INT from Chase and 1099-DIV from Vanguard. Total income is $187,430.

From your Financial context I already know your bank accounts and brokerage, and from Personal Life I have your filing status (MFJ), address, and dependent.

One thing I need: your home office is flagged — I need the square footage of your dedicated workspace to finalize that deduction. Everything else looks complete.

✦ Pulled 3 forms via Plaid · Inherited profile from parent contexts

Home office is 180 sq ft, total house is 2,400 sq ft. Also we donated $1,500 to the Seattle Humane Society in December — add that.

Got it. Home office is 7.5% of your home — that brings the deduction to $3,840. And I've added the Humane Society donation, charitable total is now $7,750.

Your itemized deductions ($36,640) beat the standard deduction by over $7,000, so we're definitely itemizing. Updated refund estimate: $2,186. Want me to generate the draft 1040 for your review?

✦ Updated deductions · Recalculated refund