Details required for CMT calculations
You will need the following details for both jobs to accurately complete the calculations. Please ask both employers to provide any information you don't already have.
Earnings- Salary
- Bonuses - sign-on, relocation, performance, end-of-year
- Stock options, Restricted Stock Units (RSUs)
- Other earnings items
- Retirement match
- Health Savings Account match
- Flexible Savings Account match
- Other investment matches
- Vacation days
- Holidays
- Personal sick days
- Commute
- Childcare
- Student loan
- Other subsidies
- Healthcare premiums and out-of-pocket expenses
- Commute costs
- Commute and preparation times
- Other costs (uniforms, dry cleaning, etc.)
- Filing status
- Number of dependents
- Standard or itemized deduction amount
- State(s) where income tax will be paid
- Relocation cities and states (if relocating)