Basics
If your setting in Settings > Taxes is set to assume "current tax law," then many, but not all, of the provisions of the TCJA will sunset and r...
Thu, 4 May, 2023 at 11:43 AM
If you have an existing debt such as a car loan or credit card debt that you wish to enter into your plan, you can calculate those annual payments on the si...
Mon, 6 Jul, 2020 at 10:07 AM
Example: you installed solar panels and are going to get a tax credit. For the tax credit part, you could create special receipt(s) for the year(s) and ...
Mon, 7 Sep, 2020 at 9:21 AM
Enter gross earnings. MaxiFi will calculate the federal, state, and FICA taxes. MaxiFi will also know to deduct your qualified retirement account contributi...
Thu, 5 Aug, 2021 at 8:04 AM
If you have an employer sponsored Roth 401(k), you will need to set up two accounts: an employer account with non-Roth employee or employer contribu...
Wed, 20 Jan, 2021 at 8:08 AM
dsfasdfasdf Already added earnings and need to clear them? See Clearing Earnings. Quick Step Guide Step 1: Go to SSA.gov and click Sign In Step ...
Wed, 18 Jun, 2025 at 9:53 AM
MaxiFi assumes that the capital gains exemption of $250,000 single and $500,000 married will remain unchanged for 3 years and then, after that, we increase ...
Fri, 10 Dec, 2021 at 9:32 AM
What Is Present Value? In MaxiFi, all amounts in your reports — like income, spending, and net worth — are shown in today’s dollars, meaning they’re adjust...
Tue, 20 May, 2025 at 4:42 PM
In the case where your profile needs to switch from married to single such as a divorce or death, your plan will have to be deleted and then rebuilt as a si...
Thu, 4 Jan, 2024 at 9:36 AM
If you have investment income and go over the MAGI threshold, the 3.8% tax will apply to your net investment income or the portion of your MAGI that goes ov...
Thu, 25 Jan, 2024 at 11:08 AM