Special Data Entry

Special Expenses and Receipts
Two important fields under the Household field group are often dismissed the first time through the data entry process: Special Expenses and Special Receipt...
Fri, 19 Jun, 2020 at 8:52 PM
Special Data Fields
As you enter data the first time, the program will walk you through each set of field data options such as earnings, retirement accounts, special receipts,...
Fri, 19 Jun, 2020 at 8:26 PM
Medicare B
You can control when (if ever) you intend to enroll in Medicare B (and A) in Settings and Assumptions > Social Security and Medicare. You can choose the ...
Fri, 19 Jun, 2020 at 8:57 PM
Rates of Return
This help text appears at the top of the settings page: Rates of return can be highly volatile. Please be very cautious setting your long-term average rate...
Fri, 19 Jun, 2020 at 9:26 PM
Capital Gains and Qualified Dividends
Investors can be taxed on income that is distributed and any gains if a security is sold at a profit. This income can be generated in these ways:  from se...
Mon, 29 Mar, 2021 at 8:31 AM
529 Account Setup
To set up a 529 account, find the 529 account entry under the Household group of inputs. If it does not appear there, look below on that Household page and ...
Thu, 26 Nov, 2020 at 8:05 AM
Municipal Bonds
In Settings and Assumptions > Taxes you should enter the percentage of your Regular Asset balance at the beginning of the year that is in tax-free munici...
Sat, 15 Aug, 2020 at 9:05 AM
Capital Gains Percentage
In Settings and Assumptions > Taxes, enter the percentage of earnings from income on your taxable Regular Assets that our calculations should assume are ...
Mon, 29 Mar, 2021 at 8:34 AM
Land portion of real estate
The real estate screen uses the term "property" which always refers to the building and any depreciable items, not the non-depreciable land. To re...
Tue, 15 Dec, 2020 at 7:40 AM
Dividends and Distributions Percentage
Investors can be taxed on income that is distributed and any gains if a security is sold at a profit. This income can be generated in these ways:  from se...
Sun, 28 Mar, 2021 at 10:48 AM